Financial Planning for Today's Woman
Support | Security | Empower
WE GUIDE WOMEN TO:
Take Control of Her Money
Have the Financial Freedom to Care for Her Family
Fund Family Trips to Create Lifetime Memories
Invest Money in Alignment with Her Values
Contemporary Financial Planning is not your typical financial planning and investment management firm. We are a female-driven powerhouse boutique firm with over 25 years of experience in the financial industry.
At Contemporary Financial Planning, we are team-oriented and process-driven. As FIDUCIARIES, we must act in the best interest of our clients. We craft your financial plan around YOUR goals and dreams and provide customized turn-key streamlined solutions. In addition, we encourage collaboration with your professional team, CPA and attorney. If you don't have your team in place yet, that's ok, we will help you find the best fit for you.
Empowering Women Across the U.S.
To view our ADV go to https://adviserinfo.sec.gov/firm/summary/314869
Contemporary Financial Planning (CFP) is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by CFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of CFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
4651 Salisbury Rd. Suite 130
Jacksonville, FL 32256