As a financial planner I help my clients plan and manage financial resources from a holistic viewpoint.

I hold the prestigious CERTIFIED FINANCIAL PLANNER™ designation, FINRA Series 7 and 66 registrations, as well as the State of Oregon and California Life and Health Insurance licenses.

I enjoy building relationships with my clients and helping them find the best financial solutions for their unique life goals. I’m passionate about education and community development. I hold an MBA in Business Leadership as well as an education MEd in Curriculum Design.

The beautiful Rogue Valley has been home since 2005 when I moved from the Bay Area of California. I’m a member of New Life Nazarene Church in Medford and a Board member of the Jackson County Library Foundation.

I’ve been married to my husband, Travis for almost 15 years.

Michal Slate, Founder & President

Lighthouse Financial Planners & Advisors LLC

After 14+ years in the industry I’ve built a successful career in the financial sector for myself; however, financial management wasn’t something I was born knowing. This is the reason I work hard to always speak in a relatable way and not use words that no one outside of the financial industry would understand.

As a child I never knew if our basic needs would be met. At the age of 5, after enduring early childhood trauma, I began to watch my mother, who was financially illiterate and devastated by circumstance, suddenly single and struggling to survive with four young children.

But instead of asking for handouts my mother worked day and night as a caregiver to feed, clothe, and protect her children.

As hard as this situation was at the time, the experience and my mom’s wise words during that time instilled a strong work ethic and belief in me.

I LEARNED THAT:

  We don’t use our past as an excuse to waste our future;

  We are in charge of our actions and choices;

  We can’t control what others try to do to us but we have control over how we respond;

  We can press on and we can move forward.

  And we can always be kind and generous.

Certified financial planner

I struggled in school and it wasn’t until I was 17 that I realized that an education was the only way to make a better life for myself and those around me. So with diligence and perseverance (as well as a lot of help and support of my mother, my older sister, and several teachers) I managed to graduate high school alongside my class.

After high school I worked several jobs and tried to take night classes at a community college, but it wasn’t easy.

One day at work a customer mentioned that her daughter would be attending Stanford University. Oh my gosh, I wanted to attend college so badly but couldn’t see how to make it happen.

But this woman looked me right in the eye and said,

“You take one class at a time, and eventually you will have a degree”

These words of wisdom stuck and I took them to heart. So, by taking one class at a time I earned a Bachelor’s Degree in Business, then my Masters: an MBA (Colorado Christian University) with a minor in Christian Business Leadership, then the prestigious Certified Financial Planner designation (CFPⓇ), and finally, a Master’s in Education (MEd). I am constantly learning with continuing education, yet I also continue to take one class at a time toward my doctorate degree. 

I’m proud to be one of the few women in the US with both an MBA and a CFPⓇ.

With God’s help, I was able to pull myself out of the financial hardships that had plagued me for almost my entire life. I believe in having a strong work ethic, but this by itself isn’t enough. We must learn for ourselves and seek out wise counsel when appropriate. 

“Without counsel plans fail, but with many advisers they succeed” (ESV Bible).

Today I’m able to use my knowledge and experience to help others invest, and steward all aspects of their money.

The 2008 financial crisis highlighted to me that we not only need advice and guidance, but we also crave encouragement and compassion just as much!

Everyone desires encouragement, compassion, and we can all benefit from objective wise counsel.

Working in the financial sector for more than 14 years has been a blessing: I love helping my clients through all financial transitions.