Financial Life Designs LLC
Fee Only Financial Planner Serving the Entire Orlando, FL Area
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.
Audrey Jones is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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®
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Audrey Jones is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Audrey Jones is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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