Every individual's financial journey is distinct. Whether you're a high earner feeling shackled by your paycheck, a small business owner navigating unpredictability, or a entrepreneur seeking balance, Privileged Planning is your financial compass.Profiles:The High Earner: Breaking chains, one financial strategy at a time.The Empowered Divorcee: Pursuing dreams with renewed fervor.Leading Ladies: Shattering glass ceilings, with financial acumen.The Entrepreneur: Steering through storms with financial agility.The Mompreneur: Balancing business ambitions with maternal love.At Privileged Planning, we understand that your financial journey is uniquely yours. As the Founder and CEO, I am dedicated to empowering individuals and businesses with tailored financial solutions that align with your goals and circumstances.Our mission is simple: to make financial success a privilege accessible to all. With a background in finance, a passion for helping you achieve your dreams, and a commitment to financial well-being, Privileged Planning offers a comprehensive suite of financial services.Whether it's wealth management, retirement planning, tax optimization, or investment strategies, we are your trusted partner on your financial journey. Let's explore how Privileged Planning can elevate your financial future.Join us in breaking barriers, pursuing dreams, and achieving financial success. Privileged Planning – Where Your Financial Journey Thrives. 🚀💼💰

First Coast Honor Flight is a non-profit who's mission is to take our local World War II, Korean War, and Vietnam Veterans to visit their War Memorials in Washington D.C. This is a unique opportunity to show our gratitude to these honored Veterans who made it possible for us to enjoy the freedoms we have today. At First Coast Honor Flight, we consider it a privilege to be able to take our Veterans to view the war memorials created for them, for their service and dedication. For us-it's ALL ABOUT THE VETS!

Empowering individuals to make informed financial decisions 🌟With a deep-rooted passion for financial management, I proudly serve as a Financial Advisor at TOAMS Financial. My approach is holistic, ensuring every aspect of my clients' financial lives are addressed and optimized:- Budgeting: Crafting budgets that are both realistic and growth-oriented.- Coaching/Education: Guiding clients through the intricacies of finance and investment, demystifying the industry language.- Annual Financial Planning: For those who manage their own finances but need expert oversight or simply don't have the bandwidth to design a sound investment strategy.- Risk Tolerance Analysis: Annually calibrating investment strategies to match changing comfort levels and financial goals.- Customized Investment Allocations: Designing portfolios that reflect individual goals and timelines.- Employer Plan Analysis: Ensuring clients get the most out of their employer investment and contribution schemes.- Child Education: Advocating for financial literacy from a young age, offering specialized education for children over 10.I believe in the power of informed decisions. If you're seeking tailored financial advice, have questions, or simply want to discuss the latest market trends, let's connect!Specialties: Comprehensive Financial Management, Investment Strategy, Financial Coaching, Child Financial Education.

Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. MJP Financial is not a registered broker/dealer, and is independent of Raymond James Financial Services.

Responsible for curation of all marketing initiatives including but not limited to social network outreach, advertising, and event planning for MJP Financial, an Independent firm of Raymond James Inc.

An entry level position Associates must serve while they learn the complex nature of Asset Management Services and acquire the Securities licenses necessary to move onto the Sales Team or another area within the department. In this role you are working directly with Financial Advisors to provide them with client approved material, comparative analysis, and relevant market commentary to facilitate client communication.