We shine a bright light on your finances so you can see what’s possible. Our goal is to help you find your freedom.
Our light is powered by:
Money may not buy happiness, but it does buy options that can make it easier for you to be happy. Our approach starts with trying to understand what makes you happy, what makes you unhappy, or gives you anxiety. From there, our process focuses on helping you address the financial side of these issues.
Everything we do for clients builds upon a foundation of trust. We can’t imagine many roles with more gravitas than helping someone construct and manage their financial future. We strive to earn your trust every day. We’ll be transparent in what we do for you, open to your questions, and happy to address issues for you. What our 30+ years of experience reminds us of each day, is how much more there is to learn.
We specialize in providing advice on personalized solutions for your personal finances. Clients that work with us receive solutions and ongoing care customized to their circumstances, priories, and needs as if they are family.
Personal finances should be made as simple as possible, but not over simplified. Taxes, regulations, and emotions about money add complexities, and we strive to help you navigate around them. Financial jargon adds undue complexity. We translate the jargon and will try our best to be jargon free. Financial products are often laden with complexity. We don’t see financial products, but we’ll give you objective advice about them.
CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning. Only those financial planners who have fulfilled the CFP Board’s rigorous requirements and adhere to strict ethical standards can call themselves a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
The CFA Institute is the premier global organization for investment management professionals. The CFA® designation is the highest distinction in the investment management profession, and demonstrates a strong understanding of advanced investment analysis and real-world portfolio management skills.
Regardless of your age or assets, fee-for-service XY Planning Network advisors are dedicated to working in your best interests. XYPN planners hold the CFP designation, are sworn fiduciaries and offer virtual financial planning.
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
