Who We Serve
Go Eagles. As a fellow Florida Gulf Coast University grad and president of our Tampa-area alumni association, I help FGCU alumni turn rising income into a real plan. Published pricing, fiduciary advice. Alex Bethune, CFP®, CEPA®.
From new grads finding their footing to alumni running their own companies, these are the gaps we close, and the exact service that does it.
The challenge
You're a few years out of FGCU earning more than you ever did in school, but student loans, rent or a first mortgage, and 'what do I do with the rest?' all fight over the same paycheck.
How we help
We build a simple cash flow plan that gives every dollar a job, balances loan payoff with investing, and gets your emergency fund and first real savings in place.
Financial PlanningThe challenge
Your employer handed you a 401(k), an HSA, maybe some equity comp, and a stack of benefits forms, and you're not sure you're using any of it well.
How we help
We review your full benefits package and make the most of it: contribution levels, Roth vs. pre-tax, the employer match, your HSA, and equity comp, all tied back to your goals.
Retirement & Benefits PlanningThe challenge
Some classmates are buying homes, some are starting families, some are launching businesses, and the 'right' next move feels different for everyone.
How we help
You get a plan built around your life, not a template, that adapts as you buy a home, grow a family, or start something of your own, with the protection to keep it safe.
Wealth Protection PlanningOne connected plan across the decisions that matter most in your twenties, thirties, and beyond.
A clear plan that ties your goals, cash flow, and decisions together.
Learn moreYear-round strategy to keep more of what you earn, not just at filing time.
Learn morePortfolios built for your goals, timeline, and comfort with risk.
Learn moreGet the most from your 401(k), HSA, employer match, and equity comp.
Learn moreA three-phase process that turns a messy financial picture into a clear path forward.
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.
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.
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.
Book a free intro call. We'll talk through where you are, what's next, and whether we're the right fit, no pressure either way.
Book a Free Intro Call