Early Retirement, tax strategy, Holistic Financial Planning, Spiritual Wealth & Alignment, Virtual Financial Planning, North Carolina Financial Planning David Lundberg, MBA, MSCJ, Founder, Financial Planner Early Retirement, tax strategy, Holistic Financial Planning, Spiritual Wealth & Alignment, Virtual Financial Planning, North Carolina Financial Planning David Lundberg, MBA, MSCJ, Founder, Financial Planner

The Awakened Path to Retiring Earlier, Wealthier & Happier

A conscious, tax-smart approach to financial planning for modern families in NC, AZ, and virtually. Discover how spiritual alignment, early-retirement strategy, and flat-fee fiduciary guidance help you retire earlier, wealthier, and happier. With clarity, conscious alignment and peace. 11/19/2025 David Lundberg MBA MSCJ Financial Planner and Founder

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