Patricia D. Bennett, AFC®, CFP®, EA, FFC®

I see behind the numbers and dig deep to get to the heart of the matter.

Practice Description:
I empower people to take charge of their financial situation and regain control of the chaos in their lives. I educate my clients and help them make informed decisions that keep them on track in this lifelong journey.

Practice Specialties:
Financial Education and Empowerment
Tax Planning and Preparation

Professional Credentials:
Accredited Financial Counselor ®
Enrolled Agent (Federally Authorized Tax Practitioner)
Financial Fitness Coach ®
Florida Supreme Court County Mediator

Fee Based Services:
Budget, Credit and Debt Counseling
Financial Education
Florida Supreme Court County Mediator
Homebuyer / Homeowner Education
Insurance Education
Retirement Planning and Integration with Government Benefits
Tax Preparation and Taxpayer Representation

B.A. Rollins College, Winter Park, FL
Certified Financial Planner Course, UCF, Orlando, FL
Multiple Professional Certifications

Professional Affiliations:
Association for Financial Counseling & Planning Education®