Melissa Mitchell-Blitch, LPC, CACII, CPA

Melissa Mitchell-Blitch, LPC, CACII, CPA

     As a CPA and former financial planner at a Big 5 accounting firm, Melissa Mitchell-Blitch knows well both the value and limits of financial and estate planning.

     Planning in isolation from those whom it will ultimately affect can have unintended consequences on those it is intended to bless.

     Relational and emotional family dynamics need to be considered, as do personality factors, skill sets, and preparedness.

     With bachelor’s degrees in business administration and accounting, and master’s degrees in accounting and psychology, Melissa is uniquely equipped to understand both the “hard” (technical) and the “soft” (relational, emotional) aspects of matters faced by families of wealth.

 

     As a legacy consultant, Melissa helps families navigate the relational and emotional complexities of wealth and nurture their greatest assets – relationships, values, and passions.

    Melissa would like to learn what makes your family unique and what treasures you wish to harvest for both present and future generations. To explore the value Legacy consulting could create for your family, call 843.371.6067 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it

 Licensed Professional Counselor    |   Certified Addictions Counselor II

Certified Public Accountant

 

Professional Involvement: 

Purposeful Planning Collaboration

Kingdom Advisors

Planner-Therapist Alliance

Current Service Involvement:

St. Andrew's Church Mt. Pleasant

Licensed Professional Counselor (LPC)

Certified Addictions Counselor II (CACII)

Certified Public Accountant (CPA)

 

Professional Involvement:

Purposeful Planning Collaboration

Purposeful Planning Institute

Planner-Therapist Alliance

Financial Therapy Association