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

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Our advisors are focused on providing financial planning services — not on selling unnecessary products.

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We believe everyone deserves professional financial advice, regardless of age or assets.

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Every XY Planning Network advisor offers virtual financial planning services, so you’re not limited by location.

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Steven Chau, CFP®

Know Your Worth Financial

Tempe, AZ

Client Specialties: Gen Y/Millennials, Immigrants, Minorities, Young Professionals

Quick Bio:

Hey there! I’m Steven Chau, and I run Know Your Worth Financial. I started Know Your Worth Financial to help educate and serve young minority professionals in this increasingly complex financial environment. The vision is to help people learn that they don’t need to settle for less; by simplifying personal finance and offering a safe space for people to talk openly about money so they can get the tools necessary for building a stable future.

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Betsy Ratashak-Vogel, CFP®

R&V Personal Finance

Decorah, IA

Client Specialties: Coronavirus Relief, Gen Y/Millennials, Medical Professionals, Military & Veterans, Women Professionals

Quick Bio:

Betsy is a fee-only fiduciary financial planner serving women in medicine. She strives to reduce the stress women experience as they fulfill their roles of professionals, daughters, wives, sisters, moms, and friends. She can also be found savoring a robust cup of coffee, reading “Dragons Love Tacos” and exploring the beautiful Driftless Area with her spouse and two children.

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Colin Chase, CFP®

Mindful Money Financial Counsel, LLC

Chicago, IL

Client Specialties: Cash Flow/Budgeting, Gen X, Holistic Financial Planning, Parents

Quick Bio:

I am a deep listener with a passion for asking questions and learning about you and your financial goals and concerns. I like solving problems, creating holistic strategy, and providing you with clear action steps to empower and energize you, your life, and your money. If you were born in the 1980’s or a surrounding decade and are looking for more clarity, peace, and fulfillment in your life, reach out to me and let’s talk.

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Ben Brown, CFP®, EA

Entelechy

Richmond, VA

Client Specialties: Dual Income Family, Gen X, Parents, Wealth Management

Quick Bio:

Hi, I’m Ben. I created this business to help people like you use money as a tool to realize life goals and reach their full potential. I work with clients virtually across the country and in-person in the Washington, DC and Richmond, VA metro areas. We provide ongoing comprehensive financial planning, investment management and tax preparation as a unified service for a flat annual fee that isn’t arbitrarily tied to the value of your assets.

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Jeffrey Mussatt, CFP®

Kimble Advisory

Richmond, VA

Client Specialties: Business Owners, Gen X, Inherited Wealth, Tax Planning

Quick Bio:

I founded Kimble Advisory along with my Tax and Audit partners at Kimble CPA to provide a holistic approach to embolden our client’s successes. At Kimble Advisory, it is our fundamental duty to assist our Clients in not only developing, implementing and reviewing financial plans but also guiding clients in terms of Wealth Creation, Wealth Protection and Wealth Succession. You can feel confident knowing all your finances are in one place handled by a team of true experts, real people.

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John McGowan, CFP®, MBA

Mandala Financial Advisors

Client Specialties: Gen Y/Millennials, Holistic Financial Planning, Retirement Planning, Socially Responsible Investing (SRI)

Quick Bio:

John leverages 30 years of experience by helping individuals and families manage the opportunities, risks, and financial complexities of modern life. He guides each client towards financial wellness by engaging them in thoughtful planning, education, and coaching. John uses ESG (Environmental, Social, Governance) investing strategies to help clients achieve their financial goals and align their investments with their progressive values. He uses a collaborative approach, embraces what makes each client unique, and delivers personalized advice.

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Taylor Venanzi, CFP®

Activate Wealth

Philadelphia, PA

Client Specialties: Coronavirus Relief, Couples, Dual Income Family, Gen Y/Millennials, Parents

Quick Bio:

Activate Wealth delivers comprehensive financial planning services to busy working professionals from their late 20s to early 40s. These professionals and families have a strong desire to enjoy their life and money NOW while keeping an eye towards the future. Given this unique stage of life, clients of Activate Wealth often want to:
1. Save Time
2. Simplify Complex Situations
3. Grow their Wealth

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Michael Pappis, CFP®, EA

Amity Financial Planning

Pittsburgh, PA

Client Specialties: Dual Income Family, Gen X, Holistic Financial Planning, Tax Planning

Quick Bio:

Hello! I’m Michael Pappis and I founded Amity Financial Planning in Pittsburgh, PA to provide objective, fee-only financial planning and investment advice to busy individuals and families for a flat fee. As a virtual firm, we can meet with you right in your own home to discuss your financial life goals and dreams. Let’s connect!

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Robert Colon, CFP®, EA, CRPC®, ADPA®

Legacy Care Wealth, LLC

Jersey City, NJ

Client Specialties: Entrepreneurs, Gen X, LGBTQIA, Parents

Quick Bio:

What’s is your life dream? Some want to start their own businesses, others want to take a sabbatical to travel the world, and many wish to retire early and spend quality time with loves ones. We work with our clients, starting with their financial decisions today to project out their needs for tomorrow and make that dream clear and attainable.

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Nicholas Trappey, CFP®

Pelican Wealth Management

Monroe, Louisiana

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

Quick Bio:

Pelican Wealth Management was founded on the principles laid out in our fiduciary oath. We take an objective, conflict-free approach to the financial planning process at an affordable rate. Whether you’re a newly graduated medical professional or an established business owner, we are here to help you plan for your unique needs.

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Scott Jensen, CFP®

Renovate Financial Planning

Blaine, MN

Client Specialties: Charitable Giving, Real Estate Professionals, Tax Planning

Quick Bio:

Hi, I’m Scott, the founder of Renovate Financial Planning. At Renovate, we specialize in working with Real Estate Investors, providing comprehensive financial planning that helps you pursue your goals in real estate. Real estate investors have unique financial situations that require specialized planning, which we are equipped to dive into. I’m excited to meet with you and hear about your properties and financial goals!

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Laurie Dubchansky, CFP®

Havaplan Financial

Newport Beach, CA

Client Specialties: Financial Coaching, Gen X, Retirement Planning, Single Women

Quick Bio:

Havaplan Financial is dedicated to providing comprehensive financial planning to those interested in having a plan, regardless of asset size.

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From the Blog

July 7, 2020

Trick Yourself to Save Money

5 MIN READ

A client told me, “I’m just trying to save more than 4% of my income!” But then I reminded her, “Well, you used to save 0% of your income, so you’re making progress!”

Saving money is the responsible thing to do … but also the boring thing to do. We know we should save for a rainy day; we should save for retirement; we should save for <insert your reason here>. Yet, can you relate to this thinking?

▶︎ I’ll start saving money tomorrow since I’d much rather purchase that new item now.

Impulse buying and enjoying the moment are natural tendencies for every human. The reward systems in our brains crave immediate gratification. Yet, people who excel at self-control find ways to make their habits easier to follow. And this sometimes means making sure you’re not tempted to make bad decisions.

Read the full post →

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You Deserve Trusted Financial Advice.

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CFP^® Standard

Sworn Fiduciaries

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Find Your Ideal Financial Advisor

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Steven Chau, CFP®

Betsy Ratashak-Vogel, CFP®

Colin Chase, CFP®

Ben Brown, CFP®, EA

Jeffrey Mussatt, CFP®

John McGowan, CFP®, MBA

Taylor Venanzi, CFP®

Michael Pappis, CFP®, EA

Robert Colon, CFP®, EA, CRPC®, ADPA®

Nicholas Trappey, CFP®

Scott Jensen, CFP®

Laurie Dubchansky, CFP®

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Trick Yourself to Save Money

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