Do More
With Your Money

Creating Purpose Driven Financial Plans for High-Earning Couples
in St. Petersburg and Tampa Bay, Florida.

Does This Sound Familiar?

I want to make smart decisions with my money but I’m
confused by all of the options

I’m successful in my career
and want to make the most
of my money

I’m nearing retirement and wonder if I’m actually on track to make work optional

Earning enough money is not the problem.
You make a great income, yet you still find yourself feeling:

  • Busy

I’m so busy with my kids and work, it’s hard to find time to plan for the future.

  • Frustrated

My spouse and I try to talk about money, but we always seem to butt heads, so we end up dropping it.

  • Overwhelmed

I’ve poked around on the internet, but get overwhelmed by all the noise.

Imagine having a Purpose Driven Financial Plan that’s
centered around your values, priorities, and aspirations.

A plan to help you:

  • Define your goals and decide on what’s important
    to you now and in the future
  • Understand your financial picture and learn how
    to structure your money to achieve your goals
  • Implement steps that leave you feeling
    confident and in control

What a Purpose Driven Financial Plan
Means For You

Meaningful Results

Your money is organized in a way that allows you to live life on your terms

More Time

You’ll spend less time spinning your wheels and make more progress

Peace of Mind

You’ll feel confident your money is working for you

Focus

You’ll have a clear idea of where your financial decisions are taking you

Freedom

You’ll feel reassured knowing your plan is flexible and adaptable

If You Can Dream It, We Can Help Build It.

Schedule a free consultation to learn how to create your Purpose Driven Financial Plan.

Schedule Now

Don’t Take Our Word for It

Just completed my first year with Avid and have been so impressed by their approach and guidance. Their mix of knowledge, active listening and expertise has helped me better understand where I am for retirement, what things made sense and what things didn’t. In addition they are just great people. Having knowledgeable financial advisors is worth it and I look forward to my partnership with them!
Sandra W.
For anyone looking for a financial advisor, we wholeheartedly recommend David and Jack from Avid Planning. They’ve transformed our financial outlook and have given us the peace of mind we never thought possible. If you want to feel comfortable and confident about your financial future, David and Jack are the ones to trust.
Ishrain H.
I have been with AVID for 17 years. David and Jack are absolutely amazing. I have referred friends and coworkers to them and they are impressed as well. I could not be happier with their services, knowledge, continuous updates, education, meetings and financial guidance. Truly a great team and highly recommend them.
Craig K.
David and Jack are a great team to help you accomplish your financial goals. I have worked with them for many years. They always have positive, thoughtful, and supportive suggestions to guide you, and help you look at things in different ways. Very quick to respond.
Debra R.
David and Jack helped me overcame my anxiety over finances. Thanks to them I was able to gain understanding of not only how to manage my finances but also manage my emotions around money, spending and financial security. They helped me to set realistic goals to achieve. I am very grateful for the team.
Skye V.
We feel so well cared for by these knowledgeable, professional and truly caring financial planners. They are available, interested in what we have to say and go the extra mile to make sure we feel heard. The personal attention and sound advice make all of the difference to us. I highly recommend AVID Planning.
Stefanie V.
Super friendly and thorough, thoughtful financial planners. They assisted me and my husband to understand the different ways we view finances and how to establish common goals. And they are just genuinely good people. Highly recommend!
Marilyn V.
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