Your Financial Planning Team

Phone: (919) 495-0936
Email: jeffrey@lucidwealthplanning.com

Lucid Wealth Planning ("LWP") was founded to help healthcare, academic and social wellness professionals make better financial decisions in both their daily lives as well as long-term plans. Our impact provides added security, confidence, and overall joy in the lives of our clients. Given our focus on clients that strive to improve the world around them, we anticipate the ripple effect of betterment to be limitless.

Education:

• B.S.B. degree in Finance
• Certified Financial Planner™ (CFP®),
• Chartered Retirement Planning Counselor (CRPC®), and
• Certified Student Loan Professional (CSLP®)
• Behavioral Financial Advisor (BFA®)

Experience:

As a financial practitioner, I've completed over 700 comprehensive financial plans for individuals and families (since joining the industry in 2006). This includes specialized areas such as legacy protection and estate planning, tax planning, portfolio management, and cash flow strategizing (to name a few). 

Affiliated organizations:

• NAPFA-Registered Financial Advisor: The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. 
• XY Planning Network: The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. 

Here are a few facts about my financial life experience, and examples that may resonate with your own personal story:

• I have a passion for the profession I’ve chosen. I realize that money isn’t everything, but neither is health or education on its own. It’s the combination of these three areas that determine the overall experience one has in life. I chose financial planning, whereas your passion may have resulted in health or academic professions. 
• I paid for college myself, graduating with nearly $100,000 in debt between student loans, private loans, and credit card debt. Hard work, discipline, and strategic planning allowed us to eliminate our debt and grow our net worth substantially in less than 10 years.
• My wife and I paid for our own wedding, the down payment on our home, and virtually every other expense we’ve incurred. Neither of us came from wealth; being responsible with our savings and spending habits quickly became a focal point in our relationship.
• We have two incredible children; our son was born in 2013 and our daughter was born in 2019.  We have successfully worked through increased medical costs, college savings and private school expenses, and increased cost of living to ensure the little ones gain the experience necessary to appreciate all that life offers.
• I'm a family man. I have dedicated nearly 131,000 hours to being a husband, and have 83,000 hours of experience in raising a family (and counting!).
• I love to volunteer, most recently dedicating my time to Activate Good, Junior Achievement of Eastern North Carolina, as well as Family Reach.

As a financial planner, my main goal is to help you make well-informed decisions on all financial matters, not just what types of investments are right for you. I'll always listen to your concerns, devise the best strategy, and treat your financial goals with the same care and interest that I devote to my own. I look forward to being your trusted advisor and expert resource as you build a secure, and confident, financial life.

Interested In Knowing More About Jeff?

Schedule a Time To Talk

Phone: (919) 495-0936
Email: jennifer@lucidwealthplanning.com

Experience:

Jennifer has come to Lucid Wealth Planning with one singular mission - to enhance the overall client experience. Jennifer has spent more than 20 years in customer service roles ranging from technology to legal administration. She is a results-focused, quality-driven professional with experience in accounting and operational development, demonstrating consistent achievement of objectives, strong client relations, and an unparalleled dedication to organizational goals.

Jennifer partners with clients of Lucid Wealth Planning by ensuring an exceptional experience, ranging from document and meeting preparation, notification and updates, as well as other service-related inquiries. Jennifer also maintains the Financial Paraplanner Qualified Professional^TM designation. While Jennifer does not provide clients with advice or recommendations, she is foundational in our comprehensive planning process. 

A little more about Jennifer:

Jennifer grew up in a small town in Central Florida with her parents being owners of a small business since the 1980s. She is the oldest of 3 children and has always enjoyed the responsibility of looking out for others. She cherishes the privilege of being a mother and has a strong passion for organization and client experience.

Jennifer is a Financial Paraplanner Qualified Professional^TM.