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

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Sahil Vakil, CFP®, CFA®

MYRA Wealth

Jersey City, NJ

Client Specialties: Gen X, Gen Y/Millennials, Graduate Degree, Immigrants, Offers Free Assistance to Furloughed Government Workers

Quick Bio:

Sahil Vakil is the Founder of MYRA Wealth (https://MyraWealth.com) ; an RIA that provides Personal Finance services to International & Multicultural individuals in the United States – a large majority of whom are 1st & 2nd Generation Immigrants. Sahil is a member of the Forbes New York Business Council, and was recently honored as an InvestmentNews, 40 Under 40. He hold several leadership roles in the financial services industry. Contact him at Sahil@MyraWealth.com

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Philip Olson, CFP®

The Art of Finance, LLC

Austin, TX

Client Specialties: Artists & Creatives, Business Owners, Gen Y/Millennials, Self-Employed Individuals

Quick Bio:

Philip took the Series 7 exam in 2011 and received his Certified Financial Planner certification in 2015. He wears his CFP® marks with pride and is passionate about educating creatives and couples on the benefits of budgeting and investing. Outside of work he’s an experienced mountain bike racer, a new dad, drinker of hipster beers and recently decided to teach himself how to play the guitar. Be careful…he might recruit you into his jam band.

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Dana Menard, CFP®

Twin Cities Wealth Strategies, Inc.

Maple Grove, MN

Client Specialties: Entrepreneurs, Gen X, Medical Professionals, Parents

Quick Bio:

Hello, I’m Dana, the Founder and CEO of Twin Cities Wealth Strategies, Inc. I started Twin Cities Wealth Strategies to give busy, hard-working, professionals, businesses, and families access to an affordable fee-only financial advisor. By working together to create a comprehensive financial plan, I help my clients clarify their specific goals, discuss their unique values, build and implement distinct strategies, and hold them accountable throughout the process.

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John Chesbrough, CFP®

Trail Financial Planning LLC

Bellingham, WA

Client Specialties: Cash Flow/Budgeting, College Planning, Gen X, Investment Planning & Management

Quick Bio:

Hi, I am John. I am a financial planner and investment manager. I help people navigate their financial lives, with a particular focus on transitions – a child going to college, retirement, career shifts, moving from one country to another, receiving a chunk of change. Finances have an emotional weight. People have values and dreams. I enjoy helping people craft their financial lives to match their values and dreams.

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Vera Kelsey-Watts, CFP®

Peace of Money

Newburyport, MA

Client Specialties: Gen Y/Millennials, LGBTQIA, Non-Profits, Socially Responsible Investing (SRI)

Quick Bio:

Hi I’m Vera and I believe financial planning is a participatory process: my goal as an advisor is to work with you to build a custom plan that reflects your life now, as well as your dreams for the future. I’m committed to providing personalized and objective financial planning to everyone, no matter your income or assets, and to ensuring that the planning process feels clear and transparent.

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Shawn Tydlaska, CFP®, MBA

Ballast Point Financial Planning

Burlingame, CA

Client Specialties: Debt Management, Gen Y/Millennials, Parents, Recent Graduates

Quick Bio:

Hi, I’m Shawn. I am the founder of Ballast Point Financial Planning, a fee-only practice dedicated to helping young professionals and families, like my own, set and achieve their financial goals. I’m passionate about using personal finance as a tool for empowerment to help you take control over your financial life. Together we will work as partners to get you on a path towards financial independence. In short, I will provide peace of mind around your money so you can focus on the things you love in your life.

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Craig Joncas, CFP®

Penobscot Financial Advisors

Portland, ME

Client Specialties: Gen Y/Millennials, University Employees, Wealth Management, Young Professionals

Quick Bio:

Penobscot Financial Advisors believes that EVERYONE deserves access to quality financial advice. Our team provides comprehensive Financial Planning & Asset Management services to those who need it most. We specialize in working with University professors and professionals, as well as young professionals, looking to partner with someone over the long run.

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Grant Glenn, CFA, CFP®

Noble Wealth Partners

Denver, CO

Client Specialties: Business Owners, Established Professionals, Gen Y/Millennials, Socially Responsible Investing (SRI)

Quick Bio:

Grant works with his clients to create and execute a clear plan of action to pursue their financial goals. He has earned the right to use the Chartered Financial Analyst designation and he is a Certified Financial Planner®. He is a graduate of Colorado State University’s College of Business with a degree in Finance and serves the university on their Investment Advisory Committee until his term ends in 2024. Grant is also a member of the CFA Society of Colorado.

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Mark McCarron, CFP®

Bond Wealth Management, LLC

Charlottesville, VA

Client Specialties: Gen Y/Millennials, In Transition

Quick Bio:

I specialize in working with people experiencing significant life changes—think marriage, children, a promotion, or a career switch. It was through managing my own finances through paradigm shifts like these, and helping friends do the same, that I realized how time consuming it can be to navigate the changing financial markets and tax laws. This led me to become a Certified Financial Planner™, where I help clients enjoy their lives today while securing their financial security for the future.

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Justin Rush, CFP®

JGR Financial Solutions

Canton, OH

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

Quick Bio:

As the founder of JGR Financial Solutions, I provide personal financial planning solutions to young professionals and families. Most importantly, I do so in terms you can understand! Helping you analyze your current situation and developing a plan to reach your goals is my top priority. “”Why?”” you may ask. So you can spend time focusing on what’s most important in your life. Regardless of your stage of life, I believe you should have access to professional financial planning advice.

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Patrick Ortman, CFP®

Ortman Financial Planning

Bethesda, MD

Client Specialties: Dual Income Family, Gen X, Government Employees, Military & Veterans

Quick Bio:

Hi, I’m Patrick. I’m a Navy husband, father of four boys, and financial planner. I help military families with their unique financial planning needs, concerns, and opportunities.

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Eric Simonson, CFP®, CRPC®

Abundo Wealth

Client Specialties: Cash Flow/Budgeting, Gen Y/Millennials, Travel Enthusiasts, Young Professionals

Quick Bio:

Our motto is ‘minimize fees, maximize life.’ We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves.

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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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Sahil Vakil, CFP®, CFA®

Philip Olson, CFP®

Dana Menard, CFP®

John Chesbrough, CFP®

Vera Kelsey-Watts, CFP®

Shawn Tydlaska, CFP®, MBA

Craig Joncas, CFP®

Grant Glenn, CFA, CFP®

Mark McCarron, CFP®

Justin Rush, CFP®

Patrick Ortman, CFP®

Eric Simonson, CFP®, CRPC®

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From the Blog

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

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