Framework Financial Planning



9307 Monroe Road, Ste J
Charlotte, NC 28270


Office 980-272-5838,



Hot Topics

In this section of the site, you will find invaluable information and resources to help you navigate pertinant issues surrounding the topic of financial planning. Use the interactive menu below to find information on the those that interest you:

2018 Key Financial Numbers

Healthcare Enrollment








Click here to download a reference guide that contains all the key numbers that could affect your finances in 2018.








Let us take the headache out of healthcare planning.

Whatever your age, navigating the healthcare system can be confusing. We have tried to make it less so, by providing information relevant to different family situations and stages of life. 

Download the resources below:

Individual Health Insurance basics.

Making the Most of Your Group Health Benefits.

Insurance Information for Those Planning a Family.

Health Insurance in Retirement.

Health Insurance Marketplace Open Enrollment Information

Healthcare Reform: Credits and Subsidies





Heard all about the Equifax hack but don't know what to do about it? Not sure if your devices, financial data and online identity are protected?

In both their personal and professional lives, almost everyone relies on electronic data and keeps important documentation online. The digital age has almost entirely transformed our way of thinking, working and functioning, but with it has emerged one of the fasted growing crimes in modern times: identity theft.

Data breaches, computer hacks, phishing, and other online crimes are a threat to us all.

  • How savvy are you when it comes to cybersecurity?
  • Do you know how to safeguard your online identity?
  • Are your passwords both memorable and secure?

Download our most popular resources below:

Wondering what to do to protect your information? Take this test to find out how secure you are, and download a checklist of ways to make your online data more minutes!

Quick Reference Guide


Make sure your child's information has not been used fraudulently. Request a manual search of their file using their Social Security Number (SSN).  Use our form letter to send to the three major credit bureaus.

Request a Copy of Your Child's Report


If you would like guidance on creating secure passwords, then this quick guide is a great resource.

Creating Secure Passords


Establish a PIN and secure your credit file at the three major credit bureaus to prevent fraudulant access to your report.

How to Freeze your Credit Report


Do you have minor children? Find the steps that you should be taking to secure their identity.

Child Cybersecurity Checklist


Find a list of steps that you should be taking to safeguard your small business.

Small Business Cybersecurity Checklist


Have you been the victim of identity theft? Find out what you should do about it.

What to do if identity theft happens to you




Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck