Midori Hillis BA, CFP®

Welcome to Our Office

Who I Work With

I generally work with clients who are in or nearing retirement and have investable assets of at least $500,000. These individuals often face more complex financial situations, which is where thoughtful, personalized advice can make a real difference.:

Because of the comprehensive and time-intensive planning I provide, I limit the number of families I work with. This ensures every client receives the care, attention, and responsiveness they deserve. If we’re a good fit, you can expect a truly personalized and high-touch experience.

Whether you're preparing for retirement, planning your legacy, or reassessing your finances during a life transition, my focus is on helping you feel confident and secure in your financial future.

Advocating for Financial Literacy

I’m a proud advocate for financial literacy and continue to contribute to community education through co-authored books, including:

You’re welcome to request a free copy of any of these titles, or download my chapters directly under the Financial Success tab.

Legacy Planning Tools

Estate planning is one of the cornerstones of my practice. Helping clients clarify their legacy and ensure their wishes are fulfilled is deeply rewarding. Under the Legacy tab, you'll find access to valuable tools, including:

These are available to anyone who may benefit from them.

Get a glimpse of where our team collaborates to serve you.

Photo of IPC Royal Oak office meeting room

OUR DIFFERENCE

From market shifts to major life milestones, we will meet you where you are in just the way you choose - and - work with you to get where you want to go.
That's advice, your way.

Flexibility

Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn't be stressful. That's why we'll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family - unrestricted by regions and time zones.

Personalized Advice

Planning is personal. We provide different levels of service that you can choose from - so you get what's most effective for you. We will help you find your preferred approach - whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we'll stay connected with you through your channels of choice.

Advice your way

For the life you have, and the one you want.

Welcome to Our Office

Get a glimpse of where our team collaborates to serve you.

Because you want to grow more than your portfolio

When you want answers, you start online. The world of apps and bots, data and algorithms. But for all the stats and fast facts, you won't find the answers to life's big questions. That comes when you connect with real people.

HUMAN CENTERED ADVICE

Though our world has changed, and your values and priorities may have shifted, we believe now more than ever, the right advice has the power to transform the future for you and your family.