Financial planning can truly change lives, not just through numbers but by making a real impact in our communities.
Mike, Kaitlan, and Katie shed light on how they're redefining financial planning through community impact. They dive into how Ideas by Mike is not only crafting unique financial plans but also investing in meaningful change from local neighborhoods to global communities.
Learn about their inspiring mission, heartwarming outreach stories, like "Stuff the Bus," and how they motivate both clients and employees to make a difference.
Key discussions include:
- Impact Division Origins: Discover how Mike Milligan's vision created a department focused on community change
- Local Involvement: Hear about the team's hands-on activities like volunteering at Samaritan House and participating in the Polar Plunge
- National and Global Efforts: Learn how the team supports animal rescues and clean water projects worldwide
- Inspiring Client Stories: Gain insight into how clients are starting their foundations and making impactful retirements
- And more!
Connect with Mike Milligan, CFP®:
Ideas by Mike™ - https://www.ideasbymike.com/
LinkedIn: Mike Milligan, CFP® - https://www.linkedin.com/in/mikemilligancfp
Facebook: Ideas by Mike™ - https://www.facebook.com/ideasbymike/
Instagram: @ideasbymike - https://www.instagram.com/ideasbymike/
YouTube: Ideas by Mike™ - https://www.youtube.com/channel/UCQ0PSRjtJ3csDLFl-GfNLkg
Call: 757-909-7151
Email: [email protected]
Connect with Kaitlan Costner:
LinkedIn: Kaitlan Costner - https://www.linkedin.com/in/kaitlan-costner-08006a198/?trk=public_profile_browsemap_profile-result-card_result-card_full-click
Connect with Katie Owen:
LinkedIn: Katie Owen - https://www.linkedin.com/in/katie-owen-3a037b28b/
About Our Guests:
Kaitlan Costner is the Chief Operating Officer (COO) at Ideas by Mike, LLC. In her role, Kaitlan oversees and manages our day-to-day operations, ensuring they align with our strategic goals. Kaitlan handles all business submissions and processing, nurture relationships with partners, and keep a close eye on their financial performance.
Kaitlan comes equipped with licenses in life, annuity, and health insurance in Virginia, and to top it off, she holds a double major in criminal justice and sociology from the Old Dominion University. She recently bagged her education certification in Financial Planning.
Originally from charming Norfolk, Virginia, Kaitlan is a coastal soul through and through. She shares her cozy home with Benny, her adorable rescue dog, and when she’s not ruling the business world, you’ll find her soaking up the sun at the beach, dancing, or getting creative with craft projects, practicing her hand lettering, decorating her house and collecting house plants.
Prior to Ideas by Mike, Kaitlan worked for 13 years in the Judicial field, working as a courtroom clerk in Circuit Court, as a paralegal to a high-profile criminal defense attorney and as a judicial assistant to a U.S. District Court Federal Judge. The shift from the judicial system to the financial industry has been nothing short of liberating, and she couldn't be happier in this dynamic leadership role!
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Katie Owen is the Administrative & Impact Coordinator at Ideas by Mike, LLC, a role that perfectly aligns with her passion for creating positive change and fostering innovation.
For Katie, integrity, innovation, collaboration, and excellence are not just words; they are guiding principles that shape every decision she makes. She is dedicated to driving strategic and impactful initiatives for their organization, identifying opportunities for growth, and developing and implementing programs that address societal challenges head-on. Her goal is to create lasting, positive change in every project she undertakes.
Originally hailing from the sandy shores of Virginia Beach, Katie has found her little slice of paradise in Knotts Island, NC, where she lives with her wonderful significant other and their two amazing kids.
Katie is a firm believer that life is better with animals, and their home is a lively sanctuary filled with the playful antics of dogs, the clucks of chickens and hens, and yes, even the occasional gobble from their turkey, Mr. P!
In addition to her responsibilities in driving impactful initiatives, Katie serves as a personal assistant, working closely with their esteemed CEO/Owner, Mike Milligan. In this pivotal role, Katie ensures seamless communication, efficient time management, and streamlined processes. Her aim is to support Mike in scaling their business growth and development, ensuring that their vision becomes a reality.