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Achieve Financial Peace of Mind through Purposeful Planning
Welcome to Financial Success Planning!
I’m Michael Nawar, a Certified Financial Education Instructor℠ and your trusted financial partner, here to help you navigate the journey toward financial confidence—especially as you prepare for retirement and the years ahead.
My mission is to empower you with the knowledge, clarity, and guidance needed to make informed financial decisions, align your money with your goals, and build a secure, sustainable future. Whether retirement is on the horizon or you simply want reassurance that you’re on the right path, the right strategies can make financial success far more attainable than it may feel today.
If you’re working to eliminate debt, invest with purpose, or gain confidence about your retirement readiness, I’ll walk alongside you every step of the way. Through practical, education-based guidance and a compassionate, judgment-free approach, we’ll turn financial stress into clarity, stability, and a future you can feel good about.
How Can I Help?
Debt Management
Getting out of debt is a crucial step towards financial freedom. As a finance coach, I emphasize the importance of eliminating debt to my clients. By reducing or eliminating debt, individuals can save money on interest payments and have more resources to invest in their future. Being debt-free also provides a sense of security and peace of mind, allowing individuals to focus on building wealth and achieving their financial goals.
Investment Guidance
When it comes to investments, the options can be overwhelming. That's why it's important to focus on developing an effective investing strategy. Whether you are just starting out or looking to grow your portfolio, having a solid investment plan in place is crucial for long-term financial success. By working with a financial coach, you can learn about different investment options, risk management techniques, and the importance of a diversified portfolio.
Retirement Planning
As a finance coach, I've developed a model that shows you exactly how much you need to retire comfortably. Planning for retirement can seem overwhelming, but with the right guidance, you can create a solid financial plan that will set you up for success in your golden years. By calculating your expenses, income, and savings goals, we can work together to create a retirement plan that aligns with your financial goals. Let's start planning for your future today!
About Me
I spent over 20+ years working up the "corporate ladder" as a financial professional from a junior analyst to a senior finance director overseeing a global organization. During the course of my career, I focused on developing models, scenario plans, and business cases. However, my greatest joy came from helping people with personal finances. Several years ago, I started to leverage my professional modeling and planning skills, and I applied them to develop personal finance methods that I've used to help individuals and families navigate through financial situations.
This was the motivation behind starting my company, Financial Success Planning Inc.
Having secured my financial future, my mission is to help people achieve their own financial security. I focus on teaching simple steps to get people out of debt, the value of investing, and setting retirement milestones. I help you identify financial goals and then steps to achieve it.
My intent is to take the complexities of the financial world and help individuals create a financial roadmap that provides clarity and reassurances. With the heart of a teacher and step by step guidance, I am here to help.
I maintain a fiduciary relationship with my clients. That means I always keep your best interest in mind and do not receive commission or referral fees.
Born and raised in Atlanta, GA, I earned my Bachelor of Science from Georgia Tech with a focus in Finance and Information Systems and an MBA from the University of Georgia with an emphasis in Risk Management.
I'm a Certified Financial Education Instructor℠ with the National Financial Educators Council. In my spare time, I enjoy spending time with my wife and two boys, traveling, playing sports, and volunteering at my local Coptic Orthodox church.
What It Means to Be Coached by a CFEI®
Being coached by a Certified Financial Education Instructor℠ means you're receiving guidance from a professional who has undergone rigorous training and certification to teach personal finance effectively. CFEIs are equipped with the knowledge and skills to help you understand complex financial concepts and make informed decisions about your money.