Your Trusted Partner for Every Financial Question—Always Putting Your Best Interests First
Our Values
Honesty
Being honest and open with our financial advice to our clients. Proving to them that they can believe in the advice they are receiving because they are receiving it from someone that truly cares about them and how well they succeed in life.
Education
Educating our clients and ourselves by staying current on industry information, planning strategies, and technology to assist with our clients’ needs and to provide high-quality financial advice to them.
Encouragement
Encouraging our clients that what they have done up to this point is not bad or wrong; however, there may be a better way of moving forward, and we will help guide them.
Dedication
Dedicated to our clients and helping them to achieve any short-term or long-term goals they have or any problem they need solved.
Simplify
Helping to simplify our clients’ financial lives by building the courage to take control of their finances, and providing them with the solutions to do so.
Meet Travis
Certainly! Here’s the updated version:
I’m Travis, founder of Fortitude Financial Planning. I started this firm with a mission to empower tech professionals, entrepreneurs, and business owners—especially those navigating the complexities of equity compensation and advanced tax strategies. My goal is to provide you with the tools, knowledge, and encouragement you need to take control of your financial journey confidently.
I’m here to guide you forward, not to judge past choices, and to help you make informed decisions that align with your short- and long-term goals. Together, we’ll build a strategy that uses your wealth as a resource, allowing you to live the life you envision.
Originally from a small town in South Carolina, I graduated from Guilford College in Greensboro, NC, and now call the Raleigh-Durham area home. I live here with my wife, Shelby, our children, Peyton and Hayden, and our two dogs, Savannah and Bailey. Outside of work, I enjoy spending time with my family, staying active—whether through sports or exploring the outdoors—and tinkering with technology, including automating tasks within the business and learning to code. When I get a chance to relax, you’ll often find me by a campfire with a good IPA.
With over a decade in the financial services industry, I bring extensive experience and a commitment to fee-only, transparent financial guidance. As a Certified Financial Planner™ and Enrolled Agent authorized to represent taxpayers before the IRS, I’m well-equipped to handle complex financial needs. I’m also a notary public in North Carolina and affiliated with the CFP Board, the XY Planning Network, the National Association of Personal Financial Advisors (NAPFA), and the Fee-Only Network.
Affiliations
