Travis Tracy, CFP®, EA Fortitude Financial Planning, LLC
About Travis Tracy, CFP®, EA
Hi, I’m Travis! I created this firm to help young professionals with student loan debt or equity compensation build the courage to take control of their finances and to assist with making the best financial decisions to reach their goals. My job is not to pass judgment on any 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 Durham, NC, with my wife, Shelby, our daughter, Peyton and our dogs, Savannah and Bailey. Before founding Fortitude Financial Planning, I worked in the financial service industry for seven 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.
Read Travis’ blog here: http://www.fortitudefp.com/blogs
Learn more about the Child Tax Credit for 2021 and the advance payments that will start July 15, 2021.
Learn about Employee Stock Option Plans, Employee Stock Purchase Plans, Restricted Stock Unit Plans, and Share Appreciation Right Plans for young professionals.