Michelle Morris

Background

About Michelle Morris

I specialize in helping single women make sense of their money and their taxes. As a Fee-Only financial planner, I take a holistic approach to smart financial management: I focus on teaching my clients in addition to assisting them in getting all aspects of their finances in order. I’ve been interested in personal finance since I was a kid. I remember being awed as the balance of the bank account my grandmother started for me rose through the magic of compound interest. Of course interest rates were a lot higher then! Now we have many more options for saving/investing. Navigating these choices can be daunting, but I believe the best chance of achieving financial freedom belongs to those who create, implement and diligently follow a plan. I have a BS in Microbiology paid for in part by Grandma’s bank account. I spent two years in the Lutheran Volunteer Corps working in an inner-city medical clinic and later graduated from a Physician Assistant program. I worked as a PA for 15 years in a variety of clinical settings. Eventually I decided to change gears. I took a tax course which led to tax prep work and financial planning certification at Boston University. Remarkably I've found the fields of medicine & financial planning are not as different as you might think. Both involve helping people identify problems that are giving them discomfort and coming up with a plan to solve those problems. On the bright side, clients in financial planning leave their clothes on during appointments! I speak regularly on the subject of financial planning and tax to community groups and have been quoted in the media. I am the publisher of Allegro con Brio, a free monthly newsletter providing “practical information about money for single women and the people who love them.” In addition to being a Certified Financial Planner®, I am an Enrolled Agent with the IRS and a member of the Alliance of Comprehensive Planners. I live in Quincy, MA with my husband, a goofy Puerto Rican rescue dog, and a cat.