My
Philosophy
Why I Combine Budgeting
and Fraud Defense
Financial awareness is your first line of defense.
While these services may seem separate, they serve one powerful goal: putting you in control of your financial life. Budgeting isn't just about balancing your income and expenses, it’s also one of your first lines of defense against fraud.
When you consistently track your spending and understand how your money moves, you’re far more likely to catch unauthorized charges or suspicious activity early, before real damage is done.
That’s why financial awareness and fraud prevention go hand-in-hand. Together, they help you safeguard not just your money, but your identity, your confidence, and your future.
Services
Proactive Planning & Budgeting
Design reliable budgets and maintain clear financial records to help you stay ahead of risk and on track with your goals.
Fraud Risk Assessment & Resolution
Uncover known fraud, secure your assets, and assess business risks with an independent CFE investigation and root cause analysis.
Financial & Fraud Education
Access specialized training courses to gain the essential financial management and fraud awareness knowledge you need to protect your future.
About Me
I am Joseph Cox, a Veteran and a Certified Fraud Examiner (CFE) with over twenty years of experience in high-stakes investigative roles and financial logistics. My career spans 15 years in law enforcement as a Detective and service in the U.S. Coast Guard, where I managed million-dollar accounts and command-level audits.
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Today, I provide Subject Matter Expertise through specialized Financial & Investigative Solutions. I am dedicated to helping individuals and small businesses navigate the complex financial challenges, mitigate risk, and protect against fraud. I currently provide specialized advisory and investigative services to local clients in the Nashville area and remote clients throughout the United States.
