I believe you can build wealth and achieve your biggest goals with the right plan.
- Jessica McDonald
Hi, I'm Jessica McDonald, CFP® & SE-AWMA®
I know how it feels to experience financial uncertainty. I've been there, staring down at the myriad of possible paths, unsure of which one will lead to financial security and success. It's disconcerting and frustrating, for sure.
But it doesn't have to be this way.
I started Southern Wealth Builders to help people like you build their wealth through financial planning that lets you focus on what you do best.
I help people just like you.
Through my journey, I have armed myself with the knowledge and experience that can turn financial anxiety into financial empowerment. As a Certified Financial Planner professional and a Sports and Entertainment Accredited Wealth Management Advisor, I've devoted my life to mastering the art of financial planning, learning how to distill complex financial concepts into practical, easy-to-understand strategies that cater to each individual's unique needs.
Whether you're an athlete looking to capitalize on a lucrative sponsorship deal, a seasoned professional striving to make your money work harder for you, or a veteran preparing for a comfortable retirement, I've got you covered. I have helped numerous individuals, just like you, break free from their financial constraints and confidently stride towards their financial goals.
Each financial plan I make is unique.
The crux of my work is personalization. I truly believe that each individual's financial journey is unique, and this belief guides my approach. With me, you're not just another client. You're a partner. Together, we will chart a course through your financial landscape, creating a plan that not only suits your current needs but also evolves with you as your life and goals change.
You deserve to have control over your financial destiny. You deserve to see your dreams come true. And with the right plan—your plan—you can.
Starting today couldn’t be simpler.
I'm here to empower you with the financial knowledge and strategies you need to turn your dreams into reality.
So, if you want to build your wealth, accomplish your life goals, and create a financial future that exceeds your expectations, book your free consultation today.