At AVID Planning, we specialize in helping mid-career, high-income professionals develop personalized financial plans that are tailored to their unique preferences and experiences. We call this a purpose-driven money system.
We believe that financial planning is about more than just numbers. Your financial plan should reflect your values and priorities and be designed to help you achieve your most important goals. That's why we take a personalized approach to financial planning, working closely with each client to understand their unique circumstances and develop a plan that aligns with their values.
With a purpose-driven money system, you'll have a financial plan tailored specifically to you. We'll take into account your current financial situation, your future goals, and your values and preferences, creating a plan that is both realistic and inspiring.
Our goal is to help you stick with your financial plan over the long term, so you can achieve the goals that matter most to you. When your financial plan is aligned with your values, you'll be more motivated to follow through on it, and you'll have a greater sense of purpose and direction in your financial life.
So if you're looking for a financial planning partner who will take a personalized, values-driven approach to your finances, we're here to help. Please reach out to us today to learn more about how we can help you achieve your financial goals with a purpose-driven money system.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 360 Central Ave, St Petersburg,florida,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.AVIDplanning.com
- HQ
- St Petersburg, Florida
Avid Planning Questions
Avid Planning's website is http://www.AVIDplanning.com
Avid Planning's LinkedIn profile is https://www.linkedin.com/company/avidplanning
Avid Planning has
2 employees.
View email and phone details for 2
employees at Avid Planning.
Avid Planning's industry is
Financial Services
Avid Planning's top competitors are
Project Management Institute,
Performance Food Group,
Carriage House Planning,
Oasis Wealth Planning Advisors, Llc,
Performance Foodservice.
Avid Planning's categories are Financial Services
Avid Planning's founding year is 2013
