Jacksonville, FL - July 16th, 2024 - Kendal Cann, wife of now retired NFL player AJ Cann, an experienced wealth manager with over 10 years of industry expertise with clients all over the world, proudly announces the launch of her own wealth management firm, Privileged Planning Inc.. Privileged Planning intends to work with a very specific facet of the community and it’s not the typical retiree we see most advisors hunting down. Privileged Planning wants clients that fall into one of these three categories.
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High Earners Who Hate Their Job
These individuals make good money, maybe even have good benefits, but they can’t stand what they are doing and/or who they are working for. They may be a 9-5 soldier, but they are a 6-9pm entrepreneur selling, creating, dreaming, or working on their passion on the side. They have the entrepreneurial drive, but just can’t find the confidence to leave the security of their role.
2. Divorcees
Men and Women alike go through divorce…often. Many times, once you get through the initial emotional rollercoaster afterwards, it’s the first time in many peoples' adult lives they have financial control and freedom over their destiny. At Privileged Planning, Kendal’s team enjoys honing in that feeling of hope and channeling through patience and education to make not only healthy financial decisions, but also ones that can set the foundation for a lasting legacy.
3. Mompreneurs
Privileged Planning is not only female owned and operated. It’s Mom owned and operated. The cornerstone of Privileged Planning is to be not just a partner in your entrepreneurial journey, but a community you can come to for comfort. Mothers face unique challenges as business owners and it’s virtually impossible to have a clean line between your family and your small business.
“As a christian, a wife, a mother of young children, a business owner, it often feels like I walk around wearing a placard that says “please, take what you need”. I’m not saying men can’t feel this way, but there is undoubtedly something unique about the way women and mothers have to learn to cope with the relentless pressures of being “The Giver”.” Cann says.
She goes on to explain that without the right support, burnout is the least of your worries. She says she herself has experienced depression, anxiety attacks, loneliness, feelings of helplessness, and at some rough points, suicidal thoughts.
“I don’t ever want anyone, much less a fellow girl boss, to feel like they have to carry that weight alone.”
Having spent nearly a decade honing her skills at prominent financial firms, like Raymond James, Kendal Cann brings a fresh perspective to her new venture. As one of the ten Dave Ramsey Endorsed Financial Advisors across Duval, Clay, and St. Johns counties, Kendal's commitment to compatibility with clients is unparalleled. She states, "Ensuring compatibility with my clients for lasting relationships is a priority. If our paths don’t align, rest assured, I’ll guide you to someone who suits your unique needs."
Privileged Planning Inc. also recognizes that hiring a financial partner is not cheap and therefore cuts out alot people despite them needing help. To combat that, they offer pricing that is more flexible than most of the industry. Instead of solely offering the usual percentage of assets fee a.k.a. Advisory fees, there is a flat fee payment or hourly options for the right situations.
But maybe you’re a DIYer. They have an option for that too. Privileged Planning has a software that is subscription based called the Privileged Planner. This software has a budgeting tool, a debt management tool, courses, dozens of calculators, articles and access to Kendal on an hourly basis (if needed) to help educate and keep you on track while you handle the bulk of the investing and planning on your own.
You can find more information on this on their website www.privilegedplanning.com.
Key Highlights of Privileged Planning Inc.:
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Female-Owned and Operated: Kendal Cann leads with the unique perspective and understanding that comes from being a female entrepreneur. Her firm is dedicated to breaking barriers and empowering other women to achieve financial success.
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Empowering Small Businesses, Divorcees, and High-Income Professionals: Privileged Planning specializes in crafting tailored financial strategies for individuals and businesses at pivotal moments in their financial journeys.
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Tailored Financial Strategies: Whether you’re dreaming of leaving an unfulfilling job to launch your own venture, starting fresh post-divorce, or scaling your small business, Privileged Planning is here to craft a financial roadmap to make those dreams a reality.
Kendal Cann's approach is rooted in core values of transparency, perseverance, and hard work. "We believe in rolling up our sleeves, getting the work done, and being accountable when stuff happens," she says. "With these no BS principles guiding our way, we ensure that our clients receive honest, strategic, and personalized financial advice."
Privileged Planning Inc. invites all who seek financial empowerment to join them on a transformative journey. The firm is committed to guiding clients with financial plans as strong and resilient as they are, helping them build their futures on their own terms.
About Kendal Cann:
Kendal Cann is a seasoned financial advisor with over ten years of experience in the financial industry. Kendal's approach is client-centric, transparent, and focused on building lasting relationships based on trust and compatibility. She is Dave Ramsey endorsed and the frequent expert financial speaker on First Coast News.
About Privileged Planning Inc.:
Privileged Planning Inc. is a financial advising and wealth management firm based in Jacksonville and St. Johns, Florida. Founded by Kendal Cann, the firm specializes in empowering entrepreneurs, women, small businesses, divorcees, and high-income professionals through tailored financial strategies and personalized advice. Privileged Planning is committed to transparency, hard work, and perseverance, ensuring that clients have the tools and knowledge they need to create their own privilege.
Join Us:
Let’s build your future together. Whether you are an entrepreneur, a professional seeking financial independence, or someone navigating life's transitions, Privileged Planning Inc. is here to support you every step of the way.
For more information or to schedule a consultation, visit Privileged Planning Inc. or contact
Kendal Cann at team@privilegedplanning.com.
Media Contact
Company Name: Privileged Planning Inc.
Contact Person: Kendal Cann
Email: Send Email
Country: United States
Website: http://www.privilegedplanning.com/
