Financial planning isn’t just about numbers; it’s about trust, connection, and understanding life’s goals.

How do you create meaningful client relationships? What does it take to navigate the ups and downs of the market while remaining grounded?

In this episode, Mike Milligan sits down with Christina Hill, Client Service Specialist at Ideas by Mike, to discuss her approach to making financial planning accessible and personal. From balancing a bustling household of six daughters to helping clients stay calm during market fluctuations, Christina brings empathy and insight to every conversation.

Join us as Christina unravels:

• (02:00) The art of personalized client service and navigating market sensitivity
• (03:00) Her personal life, from raising six incredible daughters to managing household chaos
• (11:00) Insights on client empowerment and financial education
• (12:07) The philosophy behind nurturing her home garden with her husband, Frank
• And more!

Resources:

• Mike and Steve on Purpose-Driven Investment Planning (Ep. 13)

Connect with Mike Milligan, CFP®:

• Ideas by Mike 
• LinkedIn: Mike Milligan, CFP®
• Facebook: Ideas by Mike 
• Instagram: @ideasbymike
• YouTube: Ideas by Mike 
• 757-909-7151
• mike@mikemilligancfp.com