Woman to Woman Financial in Jacksonville, FL
Jacksonville-based financial advisory firm specializing in personalized financial planning for high-achieving women and business owners, led by Dr. April D. Murdaugh.
Data compiled from public sources · Rating from CreditDoc methodology
Woman to Woman Financial Review
Woman To Woman Financial is a financial advisory practice founded and led by Dr. April D. Murdaugh, a credentialed financial advisor based in Jacksonville, Florida. The firm operates as a personalized financial planning service rather than a product-based lender or credit repair company. Dr. Murdaugh brings extensive professional experience as a former college administrator and full-time professor, holding advanced degrees including a Doctorate of Education from Nova Southeastern University and a Series 65 license.
The company offers comprehensive financial planning services tailored to high-achieving women and business owners. Their core offering focuses on creating customized financial plans that help clients understand how to achieve their desired lifestyle and financial goals. The advisory approach centers on life transition planning, including guidance through major life changes such as widowhood, divorce, and business ownership challenges. Dr. Murdaugh emphasizes long-term financial resilience and prosperity rather than quick-fix solutions.
What distinguishes Woman To Woman Financial is Dr. Murdaugh's personal credibility and community leadership. She has experienced significant financial hardship three times—homelessness, widowhood, and divorce—and leverages these experiences to guide clients through similar transitions. Her professional recognition includes being named Small Business Leader of the Year (2020), Best Financial Adviser in Jacksonville (2018, 2019), Top Ten American Businesswoman (2021), and Jacksonville Business Journal Rising Star in Finance (2024). She maintains active memberships across multiple professional organizations including the Financial Planning Association Northeast Florida, Jacksonville Chamber of Commerce, and Estate Planning Council of Northeast Florida.
The primary caveat is that this is a fee-based advisory practice requiring direct engagement with Dr. Murdaugh, not a self-service platform or low-cost group program. The website provides minimal detail on service fees, specific financial planning processes, or how clients are onboarded. The firm appears designed for affluent or high-earning women rather than consumers in financial crisis seeking immediate debt relief or credit repair.
Services & Features
Feature Checklist
Pros & Cons
Pros
- Founder holds Series 65 license indicating registered investment advisor credentials and regulatory oversight
- Extensive professional background as college administrator and full-time business professor provides teaching and planning expertise
- Personally experienced homelessness, widowhood, and divorce—understands client struggles from lived experience
- Multiple industry recognitions including Small Business Leader of the Year and Best Financial Adviser awards
- Active leadership in professional organizations including Financial Planning Association and Jacksonville Chamber of Commerce
- Specializes in high-achieving women and business owners, addressing underserved demographic
- Focus on life transition planning (widowhood, divorce, business ownership) rather than generic financial advice
Cons
- Website provides no information about service fees, pricing structure, or cost transparency
- No details on specific financial planning methodology, tools, or processes used
- Limited information about onboarding process, engagement duration, or client requirements
- Appears to serve only high-earning or affluent clientele—unclear if accessible to middle-income consumers
- No online appointment scheduling, intake forms, or clear next steps for prospective clients beyond contact information
Rating Breakdown
Frequently Asked Questions
Is Woman to Woman Financial legitimate?
Yes. Woman to Woman Financial is a registered company, headquartered in 6620 Southpoint Dr N Ste. 500, Jacksonville, FL 32216.
Quick Facts
- Headquarters
- 6620 Southpoint Dr N Ste. 500, Jacksonville, FL 32216
- BBB Accredited
- No
- Starting Price
- Free to Use
- Setup Fee
- None
- Free Consultation
- Yes
- Money-Back Guarantee
- No
CreditDoc Diagnosis
Doctor's Verdict on Woman to Woman Financial
Woman To Woman Financial is best for affluent professional women and business owners seeking personalized financial planning from a credentialed advisor with lived experience in financial hardship. The main caveat is that this is a fee-based advisory practice requiring direct engagement—not a low-cost service, and the website lacks transparency on pricing, specific processes, or accessibility for middle-income consumers.
Best For
- High-achieving professional women seeking personalized financial planning and wealth management
- Female business owners needing comprehensive financial strategy and business transition planning
- Women navigating major life transitions such as widowhood, divorce, or career changes
- Affluent individuals seeking fee-based advisory services from a credentialed advisor
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