Our Process
Partnering With You To Build Your Financial Goals
Discovery Visit
Let’s chat about where you are at, what you want to achieve, the services we provide and how we go about those services. We work virtually or in person depending on what you feel most comfortable with and where you live.
Financial Health and Wellness Assessment
Deep dive into your personal financial situation to determine symmetries and challenges with previously identified goals and objectives.
Investment Strategies
Develop personalized investment actions and percentages focused on creating a financial perspective based on your situation, goals, objectives, and risk tolerance.
Happy Clients
Mike and Sherry are amazing—genuine and truly invested in my financial success. After our first meeting, I felt immediate comfort and trust.I used to dread financial planners due to my lack of knowledge, but they’ve never judged me. They patiently educate and genuinely help you learn. I’m so grateful to have them in my life!
- Morgan L.
Working with West Arbor Solutions has put our mind at ease with dealing with financial growth and long-term decisions! Michael has been extremely engaged with meeting our portfolio’s growth expectations, and providing us with visual feedback whenever necessary!
- Loren & Amy W.
After searching for a trusted financial planner, I found Sherry and Mike Holifield of West Arbor Solutions—highly recommended by clients, and I highly recommend them too. My financial future is now stable, strategic, and growth-oriented. Their expertise, personalized approach, and clear communication (listening, advising, educating) give me total confidence in my financial health!
- Rene G.
Individuals above are clients of West Arbor Solutions. They were not compensated for this testimonial. No material conflicts of interest exist. These testimonials may not be representative of the experience of other clients, and is not a guarantee of future performance or success.