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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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Derek P. Dall’Olmo, CFP®

TreMonte Financial Consultants LLC

Traverse City, MI

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

Quick Bio:

Welcome to TreMonte Financial Consultants (TFC), your fee-only advisory firm in Traverse City, MI. We serve as our clients CFO for personal and business matter to help them make rational decisions and achieve their objectives responsibly. TFC primarily serves healthcare professionals and business owners.

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Robbie Schoonmaker, CFP®, CPA

Matterhorn Financial Planning LLC

Inkom, ID

Client Specialties: Gen X, Outdoor Enthusiasts, Real Estate Professionals, Tax Planning

Quick Bio:

Don’t expect me to tell you what you need to do. I help educate you about the risks, costs and benefits of your options so you can decide what’s best. How much money you make and how much money you have saved aren’t particularly relevant to whether we should work together.

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Galen Herbst de Cortina, CFP®

Buff Your Finances, LLC

Thousand Oaks, California

Client Specialties: Business Owners, Entertainment Industry, Gen Y/Millennials, Student Loan Debt

Quick Bio:

I’m Galen Herbst de Cortina, founder of Buff Your Finances. We specialize in working with streamers, esports professionals, and other content creators/influencers.

If your hobby has turned into a business and you’re feeling overwhelmed, we can help.

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Anandi Krishnamurthy, CFP®

AKrish Financial Advisory

Cupertino, CA

Client Specialties: Couples, Gen X, Retirement Planning, Women's Finance

Quick Bio:

My goal is to be a financial coach and guide to busy working couples and to ensure that they are taking optimal advantage of all the benefits, such as stock compensation, 401k and cafeteria plans, available to them at their employers. I combine this with portfolio consulting based on sound investment principles and prudent tax planning. I strongly believe this to be winning formula for the long run

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Nicole Brown-Griffin, CFP®, CDFA®

Late Bloom Advising

Norfolk, VA

Client Specialties: Divorce, Divorced Women, Gen X, Women in Transition

Quick Bio:

Late Bloom Advising is a virtual, fee-only firm that assists women considering and/or confronted with divorce. Through an empathetic and relatable approach, we provide Financial Planning and Investment Management to women & Divorce Financial Analysis to individuals and couples through our sister firm www.latebloomdivorce.com. We educate and support our clients through one of life’s most toughest experiences, to get them to the other side and confidently move forward with their financial lives.

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Don Hance Jr., CFP®, EA

LifeSighted

Pacific Palisades, CA

Client Specialties: Gen Y/Millennials, Tax Planning, Technology Professionals, Work/Life Balance

Quick Bio:

By utilizing our knowledge of personal finance to help people create lives that they love, we believe we can do our part to make the world a happier, more stress-free place. In developing meaningful and long-lasting partnerships with our clients, we find that they are happier, their minds are freer from worry about money, and in turn, they positively impact the lives of the people around them.

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Michael Whitehead, CFA, CFP®

Hutchison Whitehead Wealth Management

Canonsburg, PA

Client Specialties: Business Owners, Gen X

Quick Bio:

Mike is a partner at the fee-only financial planning firm Hutchison Whitehead Wealth Management. He has over a decade of experience as a fee-only financial planner. He enjoys working with driven individuals and small business owners in various walks of life.

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Dan Slagle, CFP®

Fyooz Financial Planning

Virtual, MN

Client Specialties: Couples, Gen Y/Millennials, Newlywed, Young Families

Quick Bio:

I am one half of the husband and wife team Fyooz Financial Planning (see Natalie Slagle’s profile). We are here to help guide you, whether it’s figuring out what to do with your excess savings, merging your accounts or developing your household’s new joint investment philosophy.

Outside of work, I am a marathon runner, avid soccer fan, and always down for a good day trip. We’re ready to get started with you!

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Josh Clifford, CFP®, CPA, CFA

Quoinage Capital LLC

AUSTIN, TX

Client Specialties: Business Owners, Gen X, Investment Planning & Management, Tax Planning

Quick Bio:

I flex to meet the client’s needs, from helping solve immediate financial problems to acting as a personal CFO.

I help clients with taxes, investments, and financial planning while drawing on my heavy educational background, credentials, and experience.

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Patrick Dinan, CFP®

Impact Fiduciary LLC

Glendale, CA

Client Specialties: Gen X, Socially Responsible Investing (SRI), Technology Professionals

Quick Bio:

My name is Patrick Dinan. I’m an advisor serving forward thinking professionals who care about the environment and strive to make the world a better place. I’m passionate about partnering with my clients to take the stress out of financial planning and investment management.

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Brent Bell, CFP®, MSPFP

Bell Financial Planning

South Lyon, MI

Client Specialties: Family Financial Planning, Financial Coaching, Gen Y/Millennials, Pro Bono, Young Professionals

Quick Bio:

Bell Financial Planning was started on the premise of providing personalized, quality financial planning and investment management for all individuals of varying financial backgrounds.
It is our belief that developing deep and meaningful relationships with our clients will help us to build valuable financial plans that are achievable from beginning to end with a road map of success that includes strategies to monitor and implement changes within their financial plan.

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Tammy Goodman, CFP®, MBA

Tammy Goodman Financial

Client Specialties: Business Executives, Equity Recipients (RS/RSU SOP ESPP), Single Women

Quick Bio:

I am enthusiastic, executive compensation professional turned financial planner. My specialty is working with executives with complex compensation arrangements, professionals who receive equity compensation, and participants in nonqualified benefit plans. After a career long track record of developing expertise on technical facets of executive compensation programs, I decided to become the financial planner that executives turn to when they need help weaving together their compensation programs and their personal finances.

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From the Blog

April 9, 2021

Good Financial Reads: Your Tax Planning Guide (Part Three)

Retirement Roth Conversions Part 2 [Video]

by Robert Stoll, Financial Design Studio, Inc.

In our first video on pre-retirement Roth Conversions , we talked about what Roth Conversions are and why you might want to do them. Saving taxes is a big driver of the strategy. You strategically “fill up” lower tax brackets in order to avoid seeing Required Minimum Distributions drive you into higher tax brackets while in retirement. In Part 2 of our series on Roth Conversions, we’re taking a deeper look on how to plan for this strategy years before your retirement.

Read the full post →

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You Deserve Trusted Financial Advice.

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CFP^® Standard

Sworn Fiduciaries

Virtual Services

Find Your Ideal Financial Advisor

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Derek P. Dall’Olmo, CFP®

Robbie Schoonmaker, CFP®, CPA

Galen Herbst de Cortina, CFP®

Anandi Krishnamurthy, CFP®

Nicole Brown-Griffin, CFP®, CDFA®

Don Hance Jr., CFP®, EA

Michael Whitehead, CFA, CFP®

Dan Slagle, CFP®

Josh Clifford, CFP®, CPA, CFA

Patrick Dinan, CFP®

Brent Bell, CFP®, MSPFP

Tammy Goodman, CFP®, MBA

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From the Blog

Good Financial Reads: Your Tax Planning Guide (Part Three)

Retirement Roth Conversions Part 2 [Video]

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From the Blog

Retirement Roth Conversions Part 2 [Video]

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