Working with Melissa

When it comes to your money, decisions aren't always simple. Whether you're anticipating a settlement, unsure about what to do with an unexpected windfall, preparing for retirement, or building your family's future, the path forward isn’t always clear, and podcasts and books can only get you so far.

That’s where I come in.

I’m passionate about financial planning because I believe in helping real people make smart money decisions that serve their lives, not just their portfolios. Whether you're navigating a major life event or simply ready to take control of your finances, I’m here to help you filter out the noise and focus on what matters for you.

At Main Street Advisors, I provide clear, personalized guidance tailored to your goals. Together, we'll simplify the complex and create a plan that helps you feel confident about your future.

Complimentary Consultation

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The Financial Planning Process


Step 1: Understanding Your Personal and Financial Circumstances

Step 2: Identify and Select Goals

Step 3: Analyze Your Current Course of Action & Potential Alternative Course(s) of Action

Step 4: Develop the Financial Planning Recommendation(s)

Step 5: Financial Plan Presentation

Step 6: Implementing the Financial Planning Recommendation(s)

Step 7: Monitoring Progress & Updating the Plan

Typical Financial Planning Topics

  • Cash Flow Planning
  • Tax Planning
  • Investment Planning
  • Education Planning
  • Insurance Planning
  • Debt Payoff Planning
  • Risk Management Analysis
  • Employee Benefits Analysis
  • Real Estate Analysis
  • Retirement Planning
  • Major Lifestyle Decision Planning & Analysis
  • Estate Planning