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 of 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.
Note: I do not sell insurance, nor do I sell any financial products. This license is to ensure I maintain the educational background necessary to help you make smart decisions around protecting you and your family.
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