Phone: (919) 495-0936
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.
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 student loan analysis, estate planning, tax planning, portfolio management, and cash flow strategizing (to name a few).
Here are a few facts about my financial life experience, examples that may resonate with your own personal story:
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.
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Phone: (919) 495-0936Email: firstname.lastname@example.org
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 hospitality services 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.
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 currently pursuing the highest certification awarded by the IRS, the Enrolled Agent licensure.