Michelle Brodsky GoldsteinMichelle, an accomplished financial planner, chose a career in financial planning when a professor in graduate school described the profession as “a marriage of ministry and finance”. She cut her teeth as a trust administrator at JPMorgan Chase and then started her own financial planning firm (Goldstein Financial Future) in 2003.
Michelle received her MBA in Finance from The University of Texas at Arlington and her BS in Psychology from Washington University. In 2013, Michelle accompanied a Fulbright Scholar to Cape Town, South Africa, for a four month project. Michelle is actively involved in the activities of National Association of Personal Financial Advisors (NAPFA), sings in a local chorus, and is a Rotarian.
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Goldstein Financial Future specializes in:
Cash Flow Planning: Budgeting, Debt Reduction, College Planning
Michelle has written and cowritten articles for:
The Wall Street Journal, BBC.com, USA Today, MarketWatch, and White Rock Lake Weekly (See Media links below.) Michelle Goldstein#6 Brigade Court • Dallas, Texas 75225
214.695.9251 |
The Wall Street Journal
"Voices: Michelle Goldstein, on Helping Clients Plan for College" by Michelle Goldstein. Click to read. |
USA Today
"Money Watch: Bond funds too risky if rates rise?" by Michelle Goldstein. Click to read. The Wall Street Journal "Just Say No. Please" by Veronica Dagher. Click to read. The Wall Street Journal "The Game Plan" by Caitlin Nish. Click to read. |
MarketWatch
"How to Reign in 401(k) Paperwork Chaos" by Anna Pryor. Click to read. Monthly Articles written for White Rock Lake Weekly
April 6-12, 2012 - "Seven Smart Moves to Save at the Pump" Jan 5-11, 2012 - "Charitable Giving: Follow Your Heart, Use Your Head" |