AVID Planning

AVID Planning is a fee-only financial advisory firm in St. Petersburg specializing in comprehensive financial planning for high-earning couples and individuals. Founded and led by David and Jack, the firm creates purpose-driven financial plans centered around clients' values, priorities, and life aspirations—helping busy professionals organize their finances, clarify retirement readiness, and make confident decisions about their money. They offer ongoing guidance, education, and active listening to help clients achieve meaningful results, gain peace of mind, and feel in control of their financial future.