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Financial advisors with XY Planning Network are fee-only and do not earn commissions.

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Sue Peck, CFP®

Evolution Financial LLC

Madison, WI

Client Specialties: Established Professionals, Gen X, In Transition, Income Planning, Offers Free Assistance to Furloughed Government Workers

Quick Bio:

Evolution Financial is a comprehensive financial planning and asset management firm looking to serve people of all backgrounds who aspire to live their best lives now and in the future. Our goal is to help you transition through the various stages of life and help you work toward your financial, personal and professional future of your dreams, and to be your best self in the process.

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Antowoine Winters, CFP®, EA

Next Steps Financial Planning, LLC

Kettering, OH

Client Specialties: Gen Y/Millennials, Government Employees, Musicians, Offers Free Assistance to Furloughed Government Workers, Self-Employed Individuals

Quick Bio:

Antowoine has experience spanning over ten years in the worlds of accounting and finance. He specializes in clients who need guidance to put together financial pieces across various areas or income streams, such as musicians and freelancers. He also works with government employees to help provide insight into their specialized retirement plans.

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Daniel Patterson, CFP®, MBA

Sweetgrass Financial Planning

Mt Pleasant, SC

Client Specialties: Business Owners, Engineering Professionals, Gen Y/Millennials, Medical Professionals

Quick Bio:

Hi, I’m Daniel Patterson! I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) and the founder of Sweetgrass Financial Planning. I began SFP to provide quality, independent advice for people like you: hardworking professionals in the wealth accumulation phase of life. I’m excited to utilize my experience and passion for personal financial planning to help bring clarity to your current financial picture and get you on your way toward accomplishing your goals!

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Noah Schwartz, CFP®

Blueprint Financial Strategies

Westport , CT

Client Specialties: Baby Boomers, Income Planning, Mid-Career Professionals, Offers Free Assistance to Furloughed Government Workers, Retirement Planning

Quick Bio:

Delivering transparent, scalable and objective investment and financial planning advice to my clients. We apply academic principals to both planning and investment management, creating efficient, sound plans to help our clients live the greatest life they can.

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Brittany Goodwillie, CFP®

Autumn Financial Advisors, LLC

Plymouth, MI

Client Specialties: College Planning, Gen X, Investment Planning & Management, Young Professionals

Quick Bio:

Hi, I’m Brittany! I’m an experienced CFP® professional and the Co-Founder of Autumn Financial Advisors, LLC. My husband and I started our firm to help families build a financial future they can be proud of. We are passionate about helping you reach your goals and dedicated to making the planning process as clear and transparent as possible.

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Clint Gossage, CFP®, CFA, CPA

CMG Financial Consulting

Scottsdale, AZ

Client Specialties: College Planning, Gen Y/Millennials, Medical Professionals, Student Loan Debt

Quick Bio:

As the spouse of a Surgical Oncologist, Clint understands the unique needs of physicians and medical professionals and the challenges that come from having very little time to dedicate to their finances.

Clients range from very negative net worth where the focus is on managing income-driven student loan payment plans and Public Service Loan Forgiveness eligibility, to dual attending physician households looking to have more time and have their financial lives managed by a qualified professional.

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Jeremy Andries, CFP®, EA

Master Plan Financial Advisers

Flower Mound, TX

Client Specialties: Christian Faith Based, Gen X, Income Planning, Retirement Planning

Quick Bio:

Jeremy Andries, CFP®, EA, MSA started Master Plan Financial Advisers to serve families in helping to align their Christian values with their finances and financial goals using Biblical principles. Jeremy enjoys serving individuals and families to liberate them of the stress associated with money and to empower them to make wise financial decisions. Jeremy provides ongoing comprehensive, tax-aware, fee-only financial planning, one-time project planning and investment asset management.

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Christopher Wells, CFP®, MS

Flourish Financial Planning

Grapevine, TX

Client Specialties: Cash Flow/Budgeting, Christian Business Owners, Christian Faith Based, Gen Y/Millennials, Pastors

Quick Bio:

My name is Chris Wells and I am a CERTIFIED FINANCIAL PLANNER TM professional. My goal is to empower Christian Families, Pastors, and Gospel-centered Business Owners to connect their personal finances to what brings them joy. When I am not doing financial planning, I enjoy volunteering and leading worship with my wife, Lindsey. We live in Grapevine, TX and attend The Village Church.

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Paul Allen, CFP®, EA

Redeployment Wealth Strategies

Virginia Beach, VA

Client Specialties: Gen X, Mid-Career Professionals, Military & Veterans, Real Estate Professionals

Quick Bio:

As a young sailor with a new family, I wanted to find a financial adviser. Unfortunately, all I found were salesmen trying to sell me insurance and expensive investments. When I retired from the Navy I was determined to become the kind of financial adviser I had not been able to find – and to provide genuine financial advice at a price military service members can afford.

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Diana Bacon, CFP®, CDFA

Financial Strategies Group

Dallas, TX

Client Specialties: Gen X, LGBTQ Women, LGBTQIA, Offers Free Assistance to Furloughed Government Workers, Startup Founders

Quick Bio:

Diana Bacon provides comprehensive financial planning in the areas of income tax, estate/wealth transfer, investment planning, asset allocation, risk management, and employee benefits to individuals and females.

Since 1998, Diana has helped executives, small business owners, women, LBGTQ clients through various stages in their financial life towards their goals. She takes pride in working with those who feel the financial world does not speak to them.

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Justin Waller, CFP®

Waller Financial Coaching

Chico, CA

Client Specialties: Charitable Giving, Gen X, Travel Enthusiasts

Quick Bio:

I specialize in working with endurance athletes. If you have a passion for endurance athletics and want to see your financial health and fitness improve as well. We should have a conversation.

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Tom Lo, CFP®, MBA

Vested Financial Planning, LLC

San Carlos, CA

Client Specialties: Engineering Professionals, Equity Recipients (RS/RSU SOP ESPP), Gen X, Technology Professionals

Quick Bio:

Tom Lo is a fee-only financial planner in San Carlos, CA serving the financial planning and investment management needs of Gen X Silicon Valley tech professionals. His firm, Vested Financial Planning, enables clients to make the most out of their employee equity (RSUs, ISOs, NQSOs, ESPP). Tom understands the needs of tech professionals because he worked in Silicon Valley for 20 years before making a career change into financial planning seven years ago.

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From the Blog

June 25, 2019

Inheriting an IRA: A (Slightly) Less Complicated Guide

3 MIN READ

Unlike many routine transactions, the inheritance of an IRA is usually a once-or-twice-in-a-lifetime event. On top of being fraught with complexity and deadlines, the process also generally takes place during a period of emotional stress. Let’s face it – someone who cared for you enough to include you as a beneficiary has recently died.

Read the full post →

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You Deserve Trusted Financial Advice.

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Sworn Fiduciaries

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Find Your Ideal Financial Advisor

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Sue Peck, CFP®

Antowoine Winters, CFP®, EA

Daniel Patterson, CFP®, MBA

Noah Schwartz, CFP®

Brittany Goodwillie, CFP®

Clint Gossage, CFP®, CFA, CPA

Jeremy Andries, CFP®, EA

Christopher Wells, CFP®, MS

Paul Allen, CFP®, EA

Diana Bacon, CFP®, CDFA

Justin Waller, CFP®

Tom Lo, CFP®, MBA

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Inheriting an IRA: A (Slightly) Less Complicated Guide

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