Fortitude Financial Planning
Fortitude Financial Planning is located in Raleigh, NC, serving the entire Raleigh-Durham-Chapel Hill and surrounding areas and clients across the country, regardless of location. We provide fee-only financial planning for those with equity compensation (Incentive Stock Options “ISOs,” Non-Qualified Stock Options “NQSOs,” Restricted Stock Units “RSUs,” Employee Stock Purchase Plan “ESPP,” and Employee Stock Ownership Plan “ESOPs”) from their employers, those with complicated tax planning needs, or small business owners.
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Sentiment Analysis
Integrity, honest, knowledgeable and fairness are words that come to mind when I had Fortitude do a custom financial project for me.
As someone who has always had a lot of anxiety when it comes to budgeting and establishing realistic short and long term financial goals, Travis has been able to lay out accessible and attainable tasks and objectives.
Extremely organized and I love the "Goal-Oriented" structure that allows my wife and I to see our long term goals in relation to our short term strategies.
He listens to our needs and desires and makes certain to help us achieve those goals in the best way possible.
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