About
A Personal Journey, A Professional Expedition
Mike McDonald's journey, both personal and professional, is as multifaceted as the financial terrains he helps his clients navigate. Growing up in a blue-collar environment, he internalized the value of perseverance and self-reliance early on. These values became pivotal when grappling with personal challenges, such as substantial student loan debt and navigating the complexities of entrepreneurship alongside his wife, Lara.
Outside of his professional commitments, Mike finds joy in fatherhood, coaching his children's sports teams, and soaking in the serenity of their family cabin in Angel Fire, NM. A Dallas Cowboys enthusiast, Mike's passion extends beyond numbers, finding its rhythm in the cheering crowds during football season.
His professional path commenced in public accounting, later shifting to the dynamic world of start-ups. As he collaborated with budding businesses and transitioned them into established entities, Mike gleaned in-depth insights into financial modeling and strategy. Launching two businesses of his own and assisting Lara in her entrepreneurial journey further enriched his perspective.
Holding a CPA title and an MBA from Arizona State University, Mike's expertise transcends academic credentials. His distinctive strength lies in authentically connecting with clients, weaving his personal financial tales with seasoned acumen. At TerraWealth, Mike resonates deeply with the philosophy of 'Holistic Financial Planning.' Here, he doesn't just chart out plans but nurtures enduring relationships, adopting the role of a trusted family CFO.
Mike's unique 4D approach to planning goes beyond mere numbers. It delves into understanding aspirations, guiding clients to align their financial strategies seamlessly with their goals. As an avid educator, Mike's mission is to demystify finance, equipping his clientele with knowledge and confidence.
In partnering with Mike McDonald, you're not just investing in a plan; you're embracing a vision that foregrounds your well-being, aligning your aspirations with trusted expertise and heartfelt guidance. His goal is to empower you to unlock your best self through strategic and relational financial services.
This material is sourced from believed to be reliable sources. It is not intended to provide tax or legal advice and it is recommended to seek the advice of a tax or legal professional for your specific situation. Some of the content was created by TerraWealth for informational purposes only and does not reflect a solicitation for the purchase or sale of securities. By sharing your contact information, you are giving permission for the recipient to reach out to you using the methods specified.
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Copyright 2023 © TerraWealth McDonald & Associates. All Rights Reserved.
This material is sourced from believed to be reliable sources. It is not intended to provide tax or legal advice and it is recommended to seek the advice of a tax or legal professional for your specific situation. Some of the content was created by TerraWealth for informational purposes only and does not reflect a solicitation for the purchase or sale of securities. By sharing your contact information, you are giving permission for the recipient to reach out to you using the methods specified.
Check the background of your financial professional on FINRA's
BrokerCheck
.