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M&DHeadshots0028 - Michaele Esdale
Michaele Morrow Esdale
Fintuition Advising, LLC
Fintuition High-Res Vertical - Michaele Esdale

Issues and needs

Sudden money, Budgeting, Legacy/Estate Planning, Retirement, Unpredictable/seasonal income, Wealth inequality within the family system, Student loans, Pre-marriage, Divorce, Stress, Financial secrets, Debt, Self Employed or Wanting to Start New Business, Women in Business

Occupational specialties

Business Owners, Academics, Teachers, Service industry, Digital nomads, Tech, Military and First Responders, Sales, Real estate, Family Businesses/Family Enterprises, Pre Marriage

About

Dr. Michaele Morrow Esdale is the Founder & CEO of Fintuition Advising, LLC. She is a CPA with over twenty years of experience in accounting and taxation advisory in a variety of roles spanning public and private accounting, and training for those in pursuit of undergraduate, graduate, continuing and executive education. Michaele spent nearly two decades in academia as a professor of accounting and taxation at Northeastern University and Suffolk University, and at Merrimack College where she managed a team of advisors and connected students across all disciplines to employers and provided the tools for career development.

Concurrent to her time in academia, Dr. Esdale was a national tax instructor for PwC and KPMG, where she taught a wide variety of tax topics. For over a decade, she was the Director of a free tax preparation center in Boston for low-income taxpayers and international students. Michaele has prepared thousands of tax returns for individuals and businesses over the course of her career.

Dr. Esdale has over 30 publications in both academic and professional journals, and her research focuses on income tax and the effect of tax policy on taxpayer behavior. She has been frequently quoted in the media, was ranked as one of the top behavioral tax researchers in the United States, and served for several years as the editor for Issues in Accounting Education, the top-ranked accounting education journal. She is a 2019 Boston Business Journal 40 Under 40 Honoree, a member of the Boston Business Journal Leadership Trust, and a member of the Association of International Certified Professional Accountants.

Fintuition is how confident and empowered you feel when you make a financial decision. Long-term financial success is about more than just the bottom line or a formulaic approach to spending and saving. When you understand your values, biases, and emotions surrounding money and taxes, you can use that knowledge to find solutions that bring clarity and confidence to your financial decisions. Fintuition is here to increase your financial IQ while exploring and transforming your financial EQ… one emotion at a time.

Professional Specialty Areas

Issues and needs

Sudden money, Budgeting, Legacy/Estate Planning, Retirement, Unpredictable/seasonal income, Wealth inequality within the family system, Student loans, Pre-marriage, Divorce, Stress, Financial secrets, Debt, Self Employed or Wanting to Start New Business, Women in Business

Occupational specialties

Business Owners, Academics, Teachers, Service industry, Digital nomads, Tech, Military and First Responders, Sales, Real estate, Family Businesses/Family Enterprises, Pre Marriage

Languages

English

Religious/Spiritual

Disability/Ability

Sexuality

Heterosexual/Straight, LGBTQ+, Gay, Lesbian, Bisexual, Asexual

Racial Identities

First Nations/Indigenous, Hispanic, Latinx, Caucasian, East Asian, South Asian, Middle Eastern and North African, Black, or African American, Native Hawaiian and Pacific Islander

About the Practitioner

Primary Professional Orientation

Financial

Delivery Method

Virtual

Country

USA

Service Area

Massachusetts

Type of Service

Coaching, Therapy, Financial Planning, Accounting, Estate Planning

Practitioner Gender

Female

Fee Structure

Hourly

Practitioner Designations and Qualifications

Financial Therapy Designations

Mental Health Designations

Financial Designations

Certified Public Accountant

Education

PhD in Accounting

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