Audrey Jones| CFP®
Financial Life Designs LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Retirement Planning
- Elder Care Issues
- Estate Planning
- Charitable Giving and Trusts
- Middle Income Client Needs
- Women's Financial Issues
- Discovery Meeting
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Audrey Jones is a Fee-Only Financial Planner serving the Metro Orlando and all surrounding areas. Financial Life Designs LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Audrey Jones is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Audrey began her financial career in 1994. She soon realized her clients' financial situations demanded a deeper and more comprehensive understanding and began her studies to become a CERTIFIED FINANCIAL PLANNER™ professional, earning her CFP* designation in 1999. In March 2010 she founded her independent firm, Financial Life Designs. Already a comprehensive and fee-only planner she joined the NAPFA (National association of Personal Financial Advisors) in July 2012. Audrey served on the South Region Board from 2015 to 2017. She has been featured in a Wall Street Journal blog and was a guest advisor on “Your Money” Sirius XM satellite radio program. Audrey also enjoyed helping future planners by serving as an Adjunct Faculty Lecturer for California Lutheran University until 2018.
Audrey has been and still is active in a number of professional and charitable organizations in Central Florida. She helps veterans working with the Building Homes for Heroes Organization. From 2012-2015 she volunteered on the Committee for Education for the CFP Board. Audrey participates in the Casselberry Chamber of Commerce where she won the 2014 President's award and has volunteered her talents in chairing the Silent Auction. She is a member of the St. Luke's Lutheran Church in Oviedo, entertains the residents of Luther Haven retirement center, and sits on the Board of Trustees of the Church and School Foundation. In her spare time, she enjoys tennis, camping and spending time with her dogs, husband Bob and son Tyler.
Relationships, Being a Fiduciary, Making a Difference…so many financial planners say it but very few mean it. Building relationships and making a difference in people’s lives are the reasons I love being a Wealth Planner.
The long term personal connection I have with each of my clients is the most rewarding aspect of my job. My first goal is to find out what is important to you. Wealth has a different meaning for each one of us. Through the time we spend exploring what you value and identifying your unique goals, our relationship grows and the pieces of the puzzle come together. My driving motivation is to see the light in your eyes and the smile on your face as you progress toward reaching or exceeding your goals. I believe that money is a tool that should be molded to fit your specific needs. Through this process I can create meaningful individual plans for each of you. My job and calling is to listen to you, then create a blueprint to guide you to your place of security and peacefulness.
Audrey Wehr Jones, CFP®