Present Day Financial Planning, LLC

Most of my clients are corporate professionals and families between 30 and 55 who have built a successful career and are starting to ask a different question: what should that success actually make possible? Sometimes the answer is stepping away for a while to care for a child or a parent. Sometimes it is a sabbatical, a pivot into a different field, or a business of their own. Sometimes it is staying exactly where they are and continuing to work because they want to, not because they have to. Different answers, same work underneath: figuring out what your version would require, and building toward it on purpose rather than by default. That work usually starts at a specific moment. Equity comp that quietly became a concentrated position. A promotion that changed the tax picture and the hours. A package with a short window on it. A parent who needs help the same year tuition starts. Those decisions either build optionality or spend it, and most get made in the first ninety days without anyone pricing the tradeoff. I spent more than two decades in wealth management at large banks before starting Present Day. I am working through a version of this myself: raising a family, helping parents, and deciding what comes after a long corporate chapter. I hold the CFP® certification, studied economics and psychology at UNC–Chapel Hill, and have an MBA from Duke. You can hire me for planning and advice, have me manage the investments, or take what we build and implement it yourself. There is no investable-asset minimum. Fees are flat-dollar or asset-based and disclosed in writing before any engagement begins.