High-Level Financial Advice Starting at $97 a month
Planning & Ideas for Reducing Debt, Budgeting, Saving & Retirement
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Unlock More of Your Financial Potential
Schedule call
Schedule a call to see if we’re a fit. If not, no worries. The call is free.
Get to Work
Work with your Advisor to get organized, and start moving the needle with some quick wins.
Work the Plan
Time to hit the financial gym. Do the work. Watch the transformation happen right before your eyes. Don’t worry, we’ll track your Before and After shots.
Training Plan
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On Demand Virtual Meetings
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Unlimited Email Support
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Personal Financial Website
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Thorough Income Analysis
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Effective Debt Control Strategies
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In-depth Budget & Expense Analysis
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Detailed Savings Analysis
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Review of Work Benefits
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Retirement Analysis
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Ongoing Financial Projections
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Secure Online Document Sharing
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Easy Online Scheduling
No minimum net worth requirement
Cancel anytime
The Vision
No Assets, No Problem.
Historically, advisors “threw in” financial planning as a bonus to managing someone’s assets (portfolio). At Shift, Financial Planning IS the service.
We provide financial advice and guidance regardless of income and the amount you have in the bank.
People don’t hire financial advisors for a few reasons:
1. Don’t trust anyone
2. Too embarrassed/don’t have “enough”
3. Don’t want to deal with a salesperson (annoying)
We aim to eliminate these roadblocks completely.
No assets, no problem.
And no minimum income.
Financial Planning
for All
This is financial planning for everyone, not just the wealthy. It’s technology-driven, specific-to-your-life, financial guidance and that gets us fired up. Forget the sales presentations and closing moves. For $97 a month, you’ll have the opportunity to really get to know your financial self.
We want you to improve your financial skills. Look at your life as if your someone else. Partner with us to confirm what you know, and find out what you might be missing. The more you know, the more you can change. The more you can change, the greater the potential impact on the outcome. We all think about money all the time, so let’s do something about it.
Change Your Financial Evolution
Evolution is defined as “a gradual process in which something changes into a different and usually more complex or better form.” This is how we think about each individual financial situation.
We have 15 years of working with hundreds of clients and over 97% client retention.
You can’t find this type of education and methodology in school. There’s no training. Consuming every topic about personal finance is impossible.
We believe failure is not necessarily being broke and on the street; we believe failure is not seeking your financial potential.
It’s our view that financial progress is best done with partnership. It’s best done with accountability.
Increase your financial IQ, get to really know what’s going on, and start a financial evolution.
Mike Piccoli
Founder & Planner, Shift Financial
97%+ Client Retention
What They Say About us - Unpaid reviews
Mike is not just an experienced financial advisor…he’s a good person, someone that I trust and enjoy speaking with.."
