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

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Justin Castelli, CFP®

RLS Wealth Management

Fishers , IN

Client Specialties: Entrepreneurs, Gen Y/Millennials, Sales Professionals, Young Professionals

Quick Bio:

I’m the founder of RLS Wealth Management and author of the blog, “All About Your Benjamins”. After 11 years of focusing on Baby Boomers, I ventured out on my own to build a company that would provide financial planning for Millennials as well. Although I don’t limit who I work with, I find myself working with young professionals and entrepreneurs, along with Baby Boomers.

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Kaleb Paddock, CFP®

Ten Talents Financial Planning, LLC

Parker, CO

Client Specialties: Baby Boomers, Charitable Giving, Christian Faith Based, Retirement Planning

Quick Bio:

Everything I do as a financial planner, I do because I believe in helping families take control of their financial future! Whether you work in tech, are eyeing retirement, or have experienced a money transition (inheritance, home sale, business sale, stock IPO, gift), I love bringing confidence and clarity to your financial situation.

I believe you deserve fiduciary, professional financial guidance whether your investments are large, small, or somewhere in between.

Let’s do this together!

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Kevin O’Reilly, CFP®

Foothills Financial Planning

Phoenix, AZ

Client Specialties: Gen X, Technology Professionals, University Employees

Quick Bio:

Foothills Financial Planning is a Fee-Only financial planning firm located in Phoenix, AZ, serving clients locally and across the country. At Foothills, we are held to a fiduciary standard; we must provide objective financial advice that is in the best interests of our clients. Our advice provides ongoing investment management with no incentive to buy specific products. Call today and learn how we can help you make personalized financial decisions that make sense for you.

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Trent Porter, CFP®, CPA

Priority Financial Partners

Durango, CO

Client Specialties: Investment Planning & Management, New Wealth, Retirement Planning

Quick Bio:

Trent is uniquely qualified as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®) and a certified life coach, he combines all three to manage his clients’ financial futures, enabling them to focus on what’s really important in life.

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Angela Moore, CFP®

Modern Money Advisor

Miami Beach, FL

Client Specialties: African Americans, Debt Management, Gen Y/Millennials, Women's Finance

Quick Bio:

Angela Moore is on a mission to make financial planning accessible for everyone. She helps her clients build a strong financial foundation focused on aggressively eliminating debt and accumulating wealth. “I love the fulfillment I get from changing lives, promoting financial literacy and helping people achieve financial freedom.” “I want to start a movement of people who are willing to disrupt the paycheck-to-paycheck crisis and make wealth-building a lifestyle that they share with everyone whose path they cross.”

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Ashley Foster, CFP®

Nxt:Gen Financial Planning

Houston, TX

Client Specialties: Attorneys, Gen Y/Millennials, Holistic Financial Planning, Veterinarians

Quick Bio:

Nxt:Gen Financial Planning, a virtual private practice, serves clients who are in the wealth accumulation stage of their lives via a transparent fee structure that eliminates conflicts of interest.

My Mission: Help you turn your six figure income into financial freedom with strategies that will allow you to live your best life today while planning responsibly for tomorrow.

How I Do It: Using a Personal CFO model, clients outsource all their financial stressors to us.

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Melissa Ellis, M.S., CFP®, CDFA

Sapphire Wealth Planning LLC

Overland Park, KS

Client Specialties: College Planning, Gen X, Offers Free Assistance to Furloughed Government Workers, Travel Enthusiasts, Women in Transition

Quick Bio:

I am often asked, “How do I save for my children’s college fund, my own retirement and the luxuries that I enjoy, like vacations? How do you balance all of that, or know when to save for each?” My passion is to help parents make a solid plan to send their children to college while living a great life and preparing for their own retirement. Having dealt with my own mid-life divorce, I especially enjoy helping women who have found themselves suddenly single through divorce or early widowhood.

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Carol S. Craigie, CFP®, ChFC, MA

Fiscal Fitness Clubs of America, LLC

Parker, CO

Client Specialties: Business Executives, Financial Coaching, Gen X, HR Professionals

Quick Bio:

I have always been passionate about how financial planning impacts lives. I spent much of my career working with the wealthy and coaching advisors, but now focus on delivering great financial advice and financial coaching as an employee benefit in cost effective methods.

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Andrew Jamison, CFP®

Main Avenue Financial Services, LLC

Beaverton, OR

Client Specialties: Baby Boomers, Holistic Financial Planning, Investment Planning & Management, Retirement Planning

Quick Bio:

We work with people who are either in the stretch run for retirement or are already retired. Key issues include developing a retirement outlook as well as a retirement income strategy.

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David Metzger, CFP®, CFA®, MBA

Chicago, IL

Client Specialties: Business Owners, Gen X, Medical Professionals, Young Professionals

Quick Bio:

Onyx Wealth Management LLC is a comprehensive wealth management firm providing financial planning, investment management and consulting services to individuals, young professionals, families and business owners. We leverage technology and professional contacts to bring a level of analytical rigor, oversight, and service generally reserved by our competitors for the ultra-affluent. We do our homework on the front end to for each and every client to ensure we thoroughly understand the unique needs, circumstances and concerns of each of our clients.

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Devon Klumb, CFP®, BFA™

RhineVest

Cincinnati, OH

Client Specialties: Cash Flow/Budgeting, Family Financial Planning, Gen X, Retirement Planning

Quick Bio:

Born as a new, modern take on an old industry.
We’re breathing life into the financial industry by discarding the parts that are broken and bringing a fiduciary service model to everyone.

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Todd Minear, CFP®, MBA

Open Road Wealth Management, LLC

Liberty, MO

Client Specialties: Baby Boomers, Financial Coaching, Motorcycle Owners & RV Owners, Retirement Planning

Quick Bio:

I specialize in retirement planning, giving second opinions and helping those who have undergone life changes. And if you are a motorcycle rider or recreational vehicle owner, that is a bonus!

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From the Blog

November 12, 2019

Okay, I’ve Tracked My Spending. But How Do I Make Sense of the Data?

5.5 MIN READ

Tiller. Mint. YNAB. Spreadsheets. Pencil and paper.

If you want to find out where your money is going, there’s a solution for you out there. After all, to channel all the data nerds I know: You can’t manage what you don’t measure.

So let’s assume you have the discipline to track your spending. You want to know where your money is going. Maybe you think you spend too much overall. Or too much on one category. Or you need to save more for a down payment so you need to find where to cut back. Or you’re just kinda uncomfortable not knowing.

Read the full post →

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You Deserve Trusted Financial Advice.

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Find Your Ideal Financial Advisor

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Justin Castelli, CFP®

Kaleb Paddock, CFP®

Kevin O’Reilly, CFP®

Trent Porter, CFP®, CPA

Angela Moore, CFP®

Ashley Foster, CFP®

Melissa Ellis, M.S., CFP®, CDFA

Carol S. Craigie, CFP®, ChFC, MA

Andrew Jamison, CFP®

David Metzger, CFP®, CFA®, MBA

Devon Klumb, CFP®, BFA™

Todd Minear, CFP®, MBA

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Okay, I’ve Tracked My Spending. But How Do I Make Sense of the Data?

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