Meet Travis Tracy, CFP®, EA
Hi, I’m Travis! I created this firm to help those with equity compensation, advanced tax planning needs and business owners build the courage to take control of their finances and assist with making the best financial decisions to reach their goals. My job is not to pass judgment on past decisions but to educate and encourage going forward. I want to help you use your wealth as a tool to achieve your short-term and long-term goals, so you can live the life you want.
I’m from a small town in South Carolina, and I graduated from Guilford College in Greensboro, NC. I currently live and work in the Raleigh-Durham area, with my wife, Shelby, our daughter, Peyton, our son, Hayden, and our dogs, Savannah and Bailey. Before founding Fortitude Financial Planning, I worked in the financial service industry for ten years in multiple roles, my last being an Associate Financial Planner at a fee-only firm in Durham, NC.
I am a Certified Financial Planner™, an Enrolled Agent authorized to represent taxpayers before the IRS, and a notary public commissioned in the State of North Carolina.
I am affiliated with the CFP Board, the XY Planning Network, the National Association of Personal Financial Advisors (NAPFA), and the Fee-Only Network.
To learn more about Travis’ background, read his blog post, “Get to Know Travis.”
The Firm
Fortitude Financial Planning, LLC is a registered investment advisory firm providing financial planning, investment management, and project-based services to those with equity compensation, advanced tax planning needs, and business owners.
Fortitude Financial Planning was created to help those with equity compensation, complicated tax planning needs, and business owners build the courage to take control of their finances through sound advice from a fiduciary financial advisor. Fortitude H.E.E.D.S. the goals and needs of its clients to bring them quality comprehensive financial advice.
FORTITUDE FINANCIAL PLANNING CORE 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
Dedication 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.