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
Fraud Risk Assessment & Resolution
Financial & Fraud Education
Design reliable budgets and maintain clear financial records to help you stay ahead and on track.
Uncover known fraud, secure your assets, and assess business risks with an expert CFE investigation.
Access training courses to gain the essential financial management and security knowledge you need.
About Me
I am Joseph Cox, a dedicated Veteran and a Certified Fraud Examiner with over twenty years of customer service experience. My background spans investigative experience in law enforcement and financial logistics in the US Coast Guard. Fueled by a passion for fraud detection and financial management, I channeled my expertise into offering Financial & Investigative Solutions - a specialized set of services that reflects my commitment to helping individuals and small businesses navigate financial challenges and protect against fraud. I currently provide services to local clients in the Nashville area and remote clients across the US.
