--- title: Financial Planning | Exchange Capital Management description: Receive personalized financial advice for the moments you look forward to - and for the ones you aren't expecting. We've got your back. --- [![Exchange Capital Management](https://www.exchangecapital.com/hs-fs/hubfs/Logo/ECM_Hi_Res_Logo-white.png?width=1200&height=482&name=ECM_Hi_Res_Logo-white.png "Exchange Capital Management")](https://www.exchangecapital.com?hsLang=en-us) [(734) 761-6500](tel:7347616500) [![Login](https://no-cache.hubspot.com/cta/default/2173418/e02bd15b-bd22-432e-ac6a-09b06bed4731.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/e02bd15b-bd22-432e-ac6a-09b06bed4731) [![WealthyStreet Academy](https://no-cache.hubspot.com/cta/default/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93) ** ** ** [![Exchange Capital Management](https://www.exchangecapital.com/hubfs/Logo/ECM_Hi_Res_Logo.bmp "Exchange Capital Management")](https://www.exchangecapital.com/?hsLang=en-us) [(734) 761-6500](tel:7347616500) [![Login](https://no-cache.hubspot.com/cta/default/2173418/b6517516-71e3-47b5-9b09-b50b5b2980b2.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/b6517516-71e3-47b5-9b09-b50b5b2980b2) [![WealthyStreet Academy](https://no-cache.hubspot.com/cta/default/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93) ** ** ** Search **Menu** ** ** [(734) 761-6500](tel:7347616500) [![Login](https://no-cache.hubspot.com/cta/default/2173418/b6517516-71e3-47b5-9b09-b50b5b2980b2.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/b6517516-71e3-47b5-9b09-b50b5b2980b2) [![WealthyStreet Academy](https://no-cache.hubspot.com/cta/default/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93) ![University of Michigan Fountain](https://www.exchangecapital.com/hubfs/Website%20Redesign%202020/umich%20photos/umich%20photo%203-1-1.png "University of Michigan Fountain") # Personalized advice for your goals. ##### Whatever your needs, we've got you covered. ## Fully Invested With Our Clients We believe that the best results come from a combination of financial planning and [asset management](https://www.exchangecapital.com/services/investment-management-preview?hsLang=en-us). In its simplest form, financial planning is a map for the path to living life without worrying about money. When done properly, your financial plan is not a one-time execution. Life is filled with unexpected moments and a tailored financial plan needs to evolve and adapt, like you, to tackle those moments head on. [![New call-to-action](https://no-cache.hubspot.com/cta/default/2173418/be56307c-7f6d-4496-8162-5e7aa191605e.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/be56307c-7f6d-4496-8162-5e7aa191605e) # $500,000 #### Minimum Account Size # 30 #### Years of Serving Our Clients # $600M+ #### Total Assets Under Management  ## We're here for all of life's moments. ** ** If you're planning for retirement... We'll provide guidance on how much to save, how to reduce complexity, and how to establish an optimal risk level: all based on your unique behavior and retirement goals. ** ** If you're already retired... We'll keep you on track, managing your income and planning for future generations. Hit the links, we'll hit the books.  ** ** If you switch jobs... We’ll help you make decisions and execute a plan. You can even send us your detailed job offer and benefits package for a second opinion! ** ** If you start a family... We’ll update your financial plan, help invest in your child’s future, and make sure your family is adequately protected. ** ** If the market goes down... We're prepared. We act as a barrier between your anxieties and your investments. Unlike most investors, we don't respond to market volatility based on temporary emotions. We believe in sticking it out for the long haul and taking actions based strictly on data.  ** ** If you're not sure what to save for... We have a team of [financial experts](https://www.exchangecapital.com/team-preview?hsLang=en-us) to assist with goal planning and allocation guidance. ** ** If you receive an inheritance... We understand the challenge of coping with the loss of a loved one and trying to make important financial decisions in such an emotional time. We'll help you make smart financial decisions that'll guide you toward your goals. ** ** If you're planning to buy a second home... We’ll work with you to develop a plan that adheres to both your short-term and long-term goals. ** ** If you're concerned about your parent's finances... We’ll discuss noninvasive strategies to assist your parents in their financial journey, while protecting their financial independence. ** ** If you want to make charitable donations... We’ll help you plan out your gifts and contributions without having to change your lifestyle. ![Financial Planning](https://www.exchangecapital.com/hs-fs/hubfs/Website%20Redesign%202020/ECM%20Office%20Photos%20(Blue)/lorrie%20and%20michelle%203%20(blue).jpg?width=1920&height=1080&name=lorrie%20and%20michelle%203%20(blue).jpg) ![Financial Planning](https://www.exchangecapital.com/hs-fs/hubfs/Copy%20of%20lorrie%20and%20michelle%202%20(30).png?width=1920&height=1080&name=Copy%20of%20lorrie%20and%20michelle%202%20(30).png) ## Not Just an Advisor. A Team.  An individual advisor is only as strong as the team. At Exchange Capital, we believe an ensemble performs better than a soloist trying to do it all. We work and celebrate as a team. We listen, we discuss, we advise, and we develop. Meet the team that will help guide you towards your goals. [![Meet Your Team](https://no-cache.hubspot.com/cta/default/2173418/8aed1189-0b4c-47dd-a1a3-89bbb16b54b1.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/8aed1189-0b4c-47dd-a1a3-89bbb16b54b1) ![Exchange Capital Team](https://www.exchangecapital.com/hubfs/Website%20Redesign%202020/Photo%20-%20ECM%20Group%20Photo%20(Blue)-%20PNG%20-%208-21-2020.png "Exchange Capital Team") ![Lorrie and Michelle](https://www.exchangecapital.com/hubfs/Website%20Redesign%202020/ECM%20Office%20Photos%20(Blue)/lorrie%20and%20michelle%202%20(30).png "Lorrie and Michelle") ## Know What You're Paying [![Our Cost of Service](https://no-cache.hubspot.com/cta/default/2173418/05ed1f01-a10b-4aa7-8da2-90e06a9ec5df.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/05ed1f01-a10b-4aa7-8da2-90e06a9ec5df) ## Start planning for your future. Schedule a free discovery meeting with one of our trusted advisors. No Hidden Fees. No Obligation. No Risk. [![Let's Talk](https://no-cache.hubspot.com/cta/default/2173418/e7fe9de8-d128-41f5-bd9f-86a7ba58a76a.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/e7fe9de8-d128-41f5-bd9f-86a7ba58a76a) ** ##### Market Knowledge ###### Read the Blog Gather insight from some of the industry's top thought leaders on Exchange Capital's team.  ** ##### More Guidance ###### [Explore Free Resources ](https://www.exchangecapital.com/resources?hs_preview=JvUytiCL-6242156730&hsLang=en-us) [Get access to educational eBooks, infographics, cheat sheets, and so much more!](https://www.exchangecapital.com/resources?hs_preview=JvUytiCL-6242156730&hsLang=en-us) ** ##### What's the Buzz ###### Check out the Newsroom  Discover what Exchange Capital Management is saying in print and broadcast media. ### Exchange Capital Management, Inc. 110 Miller Ave. First Floor Ann Arbor, MI 48104 [(734) 761-6500](tel:%20734-761-6500) [info@exchangecapital.com](mailto:%20info@exchangecapital.com) ### Contact Us Copyright © 2024 Exchange Capital Management, Inc. 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