Helping You Retire Earlier, Wealthier & Happier — with Clarity, Peace, and Purpose. Welcome to Awaken Financial Designs. Based in Cary, North Carolina, we serve clients locally and across the U.S. with holistic financial planning rooted in clarity, mindfulness, and strategic tax-smart investing. We’re not just fiduciary advisors and tax strategist; we’re transformation partners. Our signature Awakened Wealth & Life Alignment™ Method blends:
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💡 Strategic Tax Planning💰 Investment & Retirement Optimization🛡️ Estate & Legacy Planning 🧘‍♂️ Breathwork, Meditation & Financial Mindfulness - awakenfinancialdesigns.com
Veteran-Woman owned | Dual-Master’s Educated | Yoga Alliance Certified
📍 Now based in Cary, NC — serving North Carolina, Arizona, and clients virtually nationwide.
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The content provided is for educational purposes only. No investment, legal or tax advice is provided. Always consult with a professional. Educational only; not financial, tax or legal advice.