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.

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Recently Published

Child Tax Credit & Advance Payments for 2021

July 9, 2021

Learn more about the Child Tax Credit for 2021 and the advance payments that will start July 15, 2021.

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Equity Compensation for Young Professionals

January 13, 2021

Learn about Employee Stock Option Plans, Employee Stock Purchase Plans, Restricted Stock Unit Plans, and Share Appreciation Right Plans for young professionals.

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What You Need to Know About the New Stimulus Bill

December 31, 2020

Learn about the stimulus payments, small business assistance, personal tax changes, business tax changes, and much more with the new stimulus bill's signing and how it may impact your situation.

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Ideal Clients

  • African Americans
  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen Y/Millennials
  • Student Loan Debt

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $250+/mo
  • Quarterly Fee: $750+/qtr
  • Flat Fee: $1800+/engagement

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