CFP®
Certified Financial Planner™
The standard for holistic, fiduciary financial planning, covering cash flow, investments, taxes, insurance, retirement, and estate planning.
About Money Planning
Meet Alex Bethune
CFP®, CEPA®· Founder & Senior Financial Advisor
My mission is simple: to change the lives of my clients in a conversation. I help business owners and working professionals bring clarity, confidence, and structure to their financial lives, especially during seasons of growth and change.
“Plan Boldly. Live Freely. Build your Future.”
Why I do this work
My mission is deeply rooted in my own story. As an only child, I lost my grandfather at 12, my mother at 15, and found myself without parents by the age of 26. Experiencing profound loss so young taught me how fragile life can be, and how crucial it is to have a plan in place to protect and grow what matters most.
That’s why I became a financial planner. Whether it’s planning for retirement, growing investments, protecting against the unexpected, or navigating life’s big transitions, I work closely with each client to build a personalized strategy designed for lasting success. Money isn’t the goal, it’s the tool. True wealth comes from using it well, with purpose.
Credentials that go beyond investments
CEPA®
Certified Exit Planning Advisor
Specialized training in helping business owners build transferable value and plan a successful exit, whether that's next year or in three decades.
The Money Plan
Your plan comes together in four connected modules, so every part of your financial life works as one, not in isolation.
- 1
Understand Your Foundation
We start with the full picture: your goals, cash flow, and emergency reserves. Everything that follows is built on solid ground.
- 2
Protect What You've Built
Insurance, employer benefits, estate documents, and umbrella coverage, reviewed and aligned so an unexpected event doesn't derail your family or your plan.
- 3
Build Your Wealth
A clear prescription for reaching your goals: investing, retirement, and tax strategy tuned to where you are in life, so income turns into lasting wealth.
- 4
Review & Adjust
Life changes, and your plan should too. We revisit it on a regular cadence so it keeps pace with new goals, new income, and new opportunities.
How We Work Together
A three-phase process that turns a messy financial picture into a clear path forward.
- 1
Discover
Clarify your position. Define your priorities.
We start with a deep understanding of where you are today, personally, professionally, and financially. Together we explore your goals, values, and current structure to reveal what's working, what's not, and what's next.
- 2
Prepare
Design a strategy that supports what matters most.
Once you know where you stand, we build strength and flexibility into your financial life: growing value drivers, reducing risk, and putting systems in place so you can move forward with intention and control.
- 3
Decide
Move forward with clarity and confidence.
With a complete plan in place, you're equipped to make informed, confident decisions, whether that means scaling a business, navigating a transition, or stepping fully into financial independence.
Beyond the office
When I’m not working with clients, you’ll usually find me with my wife, Amanda, my college sweetheart and partner of more than 13 years. Whether we’re out on the water around beautiful Tampa Bay, cheering on the Buccaneers, or traveling to visit friends and explore somewhere new, we’re always chasing our next adventure.
I’m also a proud Florida Gulf Coast University alum, and I serve as president of our Tampa-area FGCU alumni association, organizing events and keeping fellow Eagles connected across the Bay.
After all, life is meant to be enjoyed today, not just someday. I work to make sure my clients have a plan that allows for both.
Let’s start with a conversation
Book a free intro call. We’ll talk through your situation, answer your questions, and figure out, honestly, whether we’re the right fit.
Book a Free Intro Call