Why Do We Call Ourselves
Lucid Wealth Planning?
Because we take the complexities of your financial life and build a foundation of easy-to-understand solutions. We’ll bring simplicity, understanding and clarity to your biggest financial concerns - from paying off your student loan debt to tax planning and investment management...and everything between.
Our focus is on making your financial future more sustainable so that you can continue to make a positive impact on the world around you.
Clarity & rationality in financial decision making
See also: comprehensible, easily understood, clear & transparent
Our Mission has one purpose
Our mission is to provide more time, confidence, and assurance to those whose mission it is to improve the lives of others. We do this by enhancing the financial wellness and behaviors that contribute to our client’s happiness and life fulfillment. We believe our impact on the life of one client will have positive dispersion among those they serve.
A Message From Our Founder
My name is Jeffrey Stewart. I am the founder of Lucid Wealth Planning (“LWP”), a fee-only, fiduciary firm based in Raleigh, North Carolina. As you take time to review my site, you’ll notice that I’m quite liberal with the use of “we” rather than I. Understanding why I’ve chosen this method of representation is key to understanding the nature LWP, as well as how I view my role as your financial planner and advocate.
I’ve been involved in the financial services industry since 2006, holding multiple high-level positions in more than one Fortune 100 company. While I was fortunate to gain experience in all aspects of financial planning, my personal philosophy of what financial planning should be, and what it should not be, had evolved over the years. That slow, yet seemingly quick (life moves fast, doesn’t it?), paradigm shift changed everything for me. It changed my career trajectory, it changed the people I associate with, and it changed my view of the financial industry overall.
The financial industry has moved away from working with human beings and family objectives and has moved closer to working with metrics and profitability matrices. Unfortunately, as you may know firsthand, this often comes at the sacrifice of client experience and transparency, and a lack of thorough understanding of who you are and what you want to accomplish in your life.
If you’re going to focus on improving the world around you, it’s vital to have a strong support system in place that you can trust. That system should support your same vision, values, and integrity. Creating this system became my mission, and my mission led to founding LWP.
LWP is more than just another financial planning firm, however. It stands for something. That “something” is defined differently by each client. For me, it stands for the opportunity to have a positive impact on the world, defined through the experience of each client. The essence of LWP’s existence is built upon integrity, morality, and the well-being of others. In this sense, LWP is personified by its values. It embodies my vision to make a positive impact on the world around me. Therefore, you will find this site often references “we” and “our”; neither LWP nor I could accomplish our mission without one another. We hope for the opportunity to personally express this passion to you and your family.
–Jeffrey Stewart, CFP®, CRPC®
Aligning Your Wealth With Your Desire To Change The World