Unleashing Financial Success
For too long, financial planning has been a blurry picture—complicated spreadsheets, confusing jargon, and strategies that don't fit your life. At Taitt Financial, we believe clarity is power. We strip away the noise to give you a crystal-clear view of where you stand, where you're headed, and exactly what it takes to get there. Your wealth snapshot isn't just a report—it's the foundation of a legacy built with purpose.
Meet Jason Taitt
Lead Financial Planner & Founder
Jason Taitt is a uniquely qualified financial planner who combines technical expertise with a deep understanding of financial psychology. As an Accredited Financial Counselor (AFC®) and Certified Financial Therapist (CFT™), Jason moves beyond simple numbers to help clients bridge the gap between their financial goals and their emotional relationship with money.
Based in Tampa, Florida, Jason founded Taitt Fin with a clear mission: to simplify the complex world of finance. With credentials from Florida State University's Center for Academic & Professional Development, he brings rigorous training and real-world experience to every client relationship.
Through his popular Substack newsletter, JTaitt Writes, Jason shares actionable insights on building wealth and cultivating the mindset required for long-term financial success.
Our Services
Comprehensive financial wellness, tailored to you.
Legacy Planning
Build wealth that transcends generations. Our comprehensive legacy planning ensures your financial story continues long after you've written the final chapter.
Learn MoreFinancial Therapy
Heal your relationship with money. We address the emotional and psychological barriers that keep you from achieving true financial wellness.
Learn MoreGrowth Strategy
Accelerate your wealth trajectory. Our data-driven growth strategies are designed to maximize returns while aligning with your personal risk tolerance.
Learn MoreThe Ezra Show — Apps
Free, kid-friendly tools built alongside The Ezra Show to make money concepts click early. Everything runs on-device — no accounts, no data collection, nothing to sign up for.
Ezra's Money Grows Dashboard
A kid-friendly dashboard for tracking allowances, 529s, and savings goals — with growth charts and a millionaire calculator that makes compounding click. All data stays on the child's device.
Client Intake Forms
Begin your journey to financial clarity. Select the intake form that best matches your current needs.
Financial Therapy Intake
This form helps us understand your emotional relationship with money so we can create a personalized therapy plan.
Financial Planning Intake
This form captures the essential financial data we need to build your comprehensive wealth strategy.