Michael Schankerman

My work begins with deep listening. I take the time to truly understand each client’s goals, challenges, and personal context before identifying key priorities and crafting a plan that fits their unique needs. From that foundation of understanding, I develop financial strategies guided by clarity, adaptability, and a strong commitment to client-first thinking. I believe planning works best when it’s collaborative, so I approach each relationship as an ongoing partnership—one that evolves as life and circumstances change.

Throughout this process, my clients can expect a personalized, judgment-free experience, where their goals and values remain at the center of every conversation. I provide clear, practical guidance and ongoing support, with strategies designed to build confidence and empower informed decisions at every stage of life.

At the core of my work is a genuine commitment to building meaningful relationships. I find it deeply rewarding to help clients feel more confident and empowered as they navigate their financial lives. That sense of connection is what fuels my passion every single day. It’s a privilege to walk alongside people during some of life’s most important moments—whether they’re preparing for retirement, facing a major transition, or simply seeking clarity for the road ahead. Seeing the real impact that financial understanding can have on a client’s confidence and peace of mind is what makes this work so fulfilling.

CFP^®: CERTIFIED FINANCIAL PLANNER^®

ChFC^®: Chartered Financial Consultant^®

CFS^®: Certified Fund Specialist^®

CASL^®: Chartered Advisor for Senior Living^®

RICP^®: Retirement Income Certified Professional^®