Leslie Trowbridge

CFP®

Family First Financial Planning

Owner and Financial Planner

Leslie Trowbridge

CFP®

Family First Financial Planning

Owner and Financial Planner

Through hourly fee service contracts, I act as an advocate for my clients in Florida and Georgia by assisting them in understanding, simplifying and implementing financial plans that will help them reach their unique life goals. - Leslie Trowbridge, CFP®

Plan smart. Live well. This is what I strive for all of my clients whether just starting out or enjoying retirement. I advise clients on an hourly fee basis in Florida and Georgia.

Leslie Trowbridge is a Stuart, FL fee-only financial planner who also works with clients in northeast Georgia where she has a second home. Family First Financial Planning provides comprehensive financial planning, retirement planning, and college planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Leslie Trowbridge is never paid a commission of any kind, does not provide assets under management services, but instead is compensated through hourly charges, project fee, or retainer as needed and directed by the client. Her goal is to get to know each client's unique situations and personalities and to direct them to the right decisions for them. 

Leslie Trowbridge founded Family First in 1998 after working in the banking field for more than 15 years. She began her career as a Corporate Banking Officer and advanced to Vice President, Private Banking Executive, where she handled the investment and estate planning needs of affluent individuals and families. Throughout her banking career she has worked with the investment, cash flow and debt financing needs of both business owners and families to ensure that their financial needs were customized to their individual goals.

As the name of the company implies, family is first to Leslie. Leslie became interested in financial planning when she witnessed the impact that her elderly grandmother’s poor planning had on the family. “The rigors of family life – from being a granddaughter, daughter and a mother – have taught me firsthand how important financial planning is for a family,” says Leslie. That’s why I won’t sell you investments or guarantee you wealth and riches. I will give you the time, the information and the opportunity to make smart, informed financial decisions that are right for you, your family and your life.”
Leslie has been featured in various news outlets, including The Wall Street Journal, Bankrate.com, the Sun Sentinel, the Stuart News and the Palm Beach Post as well as other publications. Education is one of the three areas Leslie focuses on with her clients, along with simplification of their finances, and plan implementation. Through newsletters, personal meetings,  and classes, Leslie is a firm believer in client education. She holds a B.S. in Finance from Auburn University. She obtained her CFP in 1995.

Leslie has three children – a son, Jake and daughters Erin and Megan and is married to David. Her mom is keeping the family line of longevity going at age 91.

In many faiths and cultures, trees signify the interconnectedness of families throughout generations. The trunk represents strength and stability and the branches and leaves reach toward the sky symbolizing the importance of reaching out to heaven (and for your dreams). Trees provide shelter and provide the kind of stability one gets when he or she is financially secure. They lose their leaves, grow new ones, and some bear fruit… just like the stages of our lives. With nurture and care trees are a gift for today and for generations to come. At Family First Financial Planning, we can think of no greater symbol to hang our hats on… than the formidable, life-bearing tree.We specialize in the unique needs of everyday people. For consumers, that means affordable access to objective, expert advice as needed, including:

• no net worth or account minimums required
• no conflicts of interest regarding advisor compensation
• no commissions
• no sales pressure
• no third-party sales incentives
• no long-term contracts or asset management required

 

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Widows and Single Parents
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Hourly or Project Fees
  • No Product Sales or Required Accounts
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Leslie Trowbridge

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Office Locations:

  • 850 NW Federal Highway
    Suite 150
    Stuart, FL 34995
  • 352 S. Hoyt St
    Cornelia, GA 30531

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