Every plan is built and signed by one of them. CFP® certification takes a bachelor's degree, a planning curriculum, a six-hour exam, 6,000 hours of experience and a fiduciary duty to clients, renewed every two years with 30 hours of continuing education.
Founder and lead planner
Works with NC public school teachers, principals and state staff in TSERS
Eleven years as a planner at a large Charlotte firm before starting Meridian Path in 2019. Taught 8th-grade math for four years first, so she has read a lot of TSERS statements from both sides of the desk.
Planner for healthcare workers
Works with Nurses, therapists and hospital staff with a 403(b), a 457 and old plans from past employers
Spent six years in benefits administration at a hospital system before planning. Knows which plan documents hide the vesting schedule and how a 12-hour shift pattern changes when a meeting can happen.
Tax and retirement income
Works with People in the first years of retirement: the monthly paycheck, Medicare, Roth conversions and RMDs
An Enrolled Agent, licensed by the IRS to represent taxpayers, and a CFP® professional. Builds the five-year tax projection in every plan and reviews it each spring, when the return is done.
A real firm's records are public. These links are placeholders in this concept build; in a real one they open each planner's record.
Jordan Price runs client service: scheduling, paperwork and the follow-up after every meeting. Jordan doesn't give advice, and will tell you which planner can answer.
Book a callConcept build for a fictional brand. Names, prices and numbers are illustrations. Built by Jefi Studio.