932 Davis Ave
Birmingham, MI 48009
Training: The Seven Stages of Money Maturity® Training Graduate more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
About My Practice
Gunder Wealth Management (GWM) is a fee-only financial planning firm founded in 2019 based in metro Detroit dedicated to creating better financial lives for busy individuals and families. GWM leverages technology to provide clients with efficient, prompt, and high-quality service regardless of their geographic location.
About Ashlee deSteiger
I enjoy making homemade birthday cards, practicing functional medicine, training for triathlons, learning about sustainability, and seeking out craft beer. I'm a CFA charterholder, CFP professional, and CPA.
I work with clients in the accumulation and pre-retirement stage who are busy balancing life's choices with financial resources and looking for a coach to hold them accountable and is serious about accomplishing meaningful goals.
Fee-only; hourly and flat-fee arrangements also available.