University Financial Strategies, LLC.
University Financial Strategies, LLC is a 100% virtual, fee-only fiduciary financial planning firm based in Raleigh, NC, serving clients nationwide. I help individuals and families overcome financial overwhelm and move past analysis paralysis by turning complex financial decisions into clear, actionable steps.
As both a CERTIFIED FINANCIAL PLANNER™ professional and a Ramsey Master Financial Coach, I offer a unique dual approach. I combine technical expertise in tax optimization, investment management, and guided estate planning with practical, behavior-based coaching. Acting as your Personal CFO, I coordinate every layer of your financial life into one unified strategy.
Core Focus Areas:
- Tax & Wealth Planning: Proactive tax-loss harvesting, Roth conversions, and fee-only portfolio management.
- Cash Flow & Coaching: Grounded in Dave Ramsey’s 7 Baby Steps to master budgeting and eliminate debt using modern tools like Monarch Money.
- 401(k) & 403(b) Management: Active oversight of employer plans via TIAA direct access and Pontera.
Whether you are a professional navigating a complex employer retirement plan or a family building long-term wealth, my virtual-first model delivers high-touch, friction-free guidance nationwide.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.