Request a Consultation

Prefer to meet in person? Ideas By Mike has offices in Virginia Beach, Norfolk and Suffolk. Request an in-person consultation 9am-5pm Monday through Friday or Saturday by appointment.

What to Expect at Your First Meeting

We will listen and learn about your story, your resources and your ideas. We will share our story as we get to know one another.
Next, we will think outside the box and create a financial plan with strategies that are customized to you and your priorities.
We will meet again to review the plan and make any needed adjustments—then move forward to put the plan in place.
Through the years, we will consistently review and update your plan as your family, your life, legislation and the economy changes. Our goal is tax-advantaged multigenerational wealth for your family.