Michelle Brodsky Goldstein

Michelle, 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 a member of and actively involved in the National Association of Personal Financial Advisors (NAPFA), sings in a local chorus, and is a Rotarian.​
National Association of Personal Financial Advisors (NAPFA)

Goldstein Financial Future specializes in:

  • Cash Flow Planning: Budgeting, Debt Reduction, College Planning
  • Estate Planning: Will and Beneficiary Designation Reviews, Estate Tax Liability Analysis
  • Investments: Asset Allocation and Risk Analysis
  • Employee Benefits/Retirement Planning: Cash Flow in Retirement, 401(k) and IRA investing
  • Risk Management: Life Insurance Reviews, Long Term Care Analysis
  • Tax Planning: Tax Liability Reductions, Tax Law Education
  • Strategic Philanthropic Planning​​​
Michelle has appeared at corporate sponsored employee events to train staff in areas such as planning for retirement, budgeting, and Social Security. Companies include: L’Oreal, Fujitsu, Bank of America, Cook Children’s Hospital, JP Morgan Chase, Dart, City of University Park, City of Irving.

Michelle Brodsky Goldstein

214.695.9251
goldsteinfuture@aol.com
​Rate: $225 per hour

Media

Michelle has written and cowritten articles for The Wall Street Journal, BBC.com, USA Today,
​MarketWatch, and White Rock Lake Weekly
​The Wall Street Journal "Voices: Michelle Goldstein, on Helping Clients Plan for College" by Michelle Goldstein. Click to read.
BBC.com "Planning a sabbatical? Smart tips for the journey" by Kate Ashford. 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.