At Wonderland Financial Planning, we believe money should serve your life—not the other way around.
Whether you're raising a family, approaching retirement, or simply standing at a crossroads, our work together begins with curiosity:
Where are you now?
What matters most?
And where do you feel called to go next?
We offer life-centered financial planning that’s rooted in your values, your story, and your unfolding path. This isn’t about chasing the “right” goals. It’s about creating space to dream, reflect, and move forward with intention.
Life in Transition.
Money in Motion.
We work with people at life’s big inflection points, in moments when life is shifting, and the money questions suddenly feel bigger, heavier, more tangled.
These transitions are more than just figuring out the financial logistics, they’re invitations to ask deeper questions about what matters most, and how your money can support the life you want to live next.
REIMAGINING WHAT'S POSSIBLE
Money Transitions
Sudden financial change can open doors, but also bring a wave of stress and uncertainty.
- Has your company stock skyrocketed, and suddenly you’re making decisions about wealth you’ve never had before?
- Have you received an inheritance, and want to honor it with care, but don’t know where to start?
EMBRACING CHANGE
Life Transitions
Sometimes, the shape of your life starts to shift, either by choice or by necessity.
- Are you thinking about moving across the country—to start fresh, or to be closer to family?
- Are you planning to start a family or lay down roots in a new home?
NAVIGATING UNCERTAINTY
Career Transitions
What once made sense no longer does, and it’s time to transition into a new career or retirement.
- Have you been wondering whether you’ve saved enough to leave your corporate job?
- Do you feel like time, not money, is your most precious resource?
Money is the most universally motivating, mischievous, miraculous, maligned, and misunderstood part of contemporary life. Rarely in our life is money a place of genuine freedom, joy, or clarity, and yet we routinely allow it to dictate the terms of our lives.
Lynne Twist’s The Soul of Money
Michael Remedios CFP® RLP®
FOUNDER
I'm Michael. And while I’m a Certified Financial Planning Professional, I want to do financial planning differently. I've spent ten years helping clients get the most out of their resources and navigating the complex world of finances. When I tell people what I do for a living, I often get asked “what’s the secret?” The honest answer is that a successful financial plan looks different to everyone. And the real secret is finding comfort in a plan and in a life that works for you, not anyone else.
I’ve had the immense pleasure of working with young families and pre-retirees in my career, both in the Bay Area and in Seattle. I’ve helped clients take big leaps of faith: to leave high paying jobs to take sabbaticals, to start passion projects, or to relocate their families. Part of why I started Wonderland Financial Planning was because I wanted to practice what I preach and take an entrepreneurial leap of faith. I want to walk alongside my clients, as you navigate the complex and emotional intersection between life and money.