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Owned by Mike

Coaching and Mentoring to build your business voice in financial services and become a trusted professional. Be 1oak! Join the Cohort.

An on-demand course and community that provides a comprehensive overview of personal financial planning.

3 contributions to Personal Financial Planning
Motivations in Making Financial Moves
From section 1.1 of the the Personal Financial Planning course, we discuss the four motivations for making decisions: 1. Security 2. Freedom 3. Recognition 4. Contribution Personally, which of these four motivations drives how you make decisions?
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Introductions
Please in the comments do the following: 1. Your first memory of money 2. One goal you want to achieve in the next 90 days Be One of a Kind!
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Welcome to Personal Financial Planning
We ask that you abide by all rules of the community at all times. No soliciting is available at any time in direct messaging or through comments. This is a safe community to learn where no questions are ignored or unanswered. If you are answering another members question, please do so from a place of service and allow the administration team to provide technical support. Each week, we will host office hour....please check the calendar for day, time and zoom invite. Our team of coaches have been vetted to help you and guide you in your personal financial journey. Each has completed the educational requirements for the Certified Financial Planning Professional designation and is working to attain that. Here is to your One of a Kind Life...and attaining the knowledge necessary to have your goals and dreams met.
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Mike Milligan
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@mike-milligan-2056
CFP®️, Author, Lecturer, Radioshow Host, Hall of Famer 💡Podcast: Ideas by Mike™️ 💡Podcast: One of a Kind Financial Show Daily 💡“Be One of a Kind”

Active 6h ago
Joined Jan 17, 2026
San Juan, PR and Virtually
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