Wolakota is a personal financial advisory firm founded in 2006 with the mission of bringing sanity to money by providing comprehensive fee-only financial planning services to a wide range of clients.

Michael Rudy was trained as a clinical social worker, a professional psychotherapist, and has continuously seen a number of clients in a therapy-only practice since 1976.

In 1981, he began his financial career as a life insurance salesman with the Home Life Company of New York. In 1984, he was licensed as a stock broker with Dean Witter. In 1985 Michael was awarded the Certified Financial Planner^TM designation from the College for Financial Planning and two years later he was admitted to practice before the Internal Revenue Service as an Enrolled Agent. Finally, he joined Cambridge Connection, one of the premier fee-only financial planning firms in Michigan, in 1989.

Michael Rudy is currently a Registered Investment Advisor with the State of Michigan and is entered to practice before the IRS as an Enrolled Agent.

• Fee-Only Commitment

  We do not sell any products and do not receive any commission compensation.
  
  We are transparent and disclose any conflicts of interest at play in your situation.
  
  We do not accept or give referral fees. We give you the best advice possible because we can be objective and it’s the right thing to do.

• Comprehensive Approach

  All parts of your financial life are addressed to produce a functional, integrated, synergistic financial system.

• Open Retainer Program

  You can call with your financial questions and concerns before making an important decision or commitment.

• Credentialed Professional

  A fully credentialed professional will do the work on your plan.

• Alliances with National Planning Associations

  Member of a variety of national and state professional organizations.

• Commitment to Client Education

  We grow our clients to become full working partners in the pursuit of their financial goals and dreams.

• A “Therapist’s Ear” and a “Mother’s Heart”

  Michael Rudy is a fully licensed clinical social worker with the State of Michigan who lives out the nurturing influence of a great parent.

• Member of the Alliance of Cambridge Advisors
  http://www.cambridgeadvisors.com/web/pages/home/

• Member of the National Association of Personal Financial Advisors
  http://www.napfa.org

• Member of the National Association of Tax Professionals
  http://www.natptax.com

• Member of the The Michigan Psychoanalytic Institute
  http://www.mpi-mps.org/joomla/

• Member, Certified Financial Planner Board of Standards
  http://www.cfp.net

• Member in Good standing – Enrolled Agent, IRS
  http://www.irs.gov/taxpros/agents/article/0,,id=100710,00.html