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Client Specialties: Coronavirus Relief, Engineering Professionals, Gen X, Technology Professionals, Women Professionals
Quick Bio:
With over 14 years of experience in financial services, Shehara is the founder and fee-only financial planner of Your Story Financial, LLC, a virtual, fee-only fiduciary boutique firm committed to helping women and #STEM professionals oversee their financial affairs by providing unbiased financial advice. Your Story Financial was established in July 2016 and is a Registered Investment Adviser in the states of Florida and Arizona, and the firm services clients throughout the United States.
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Disclosure
The advisor profiles made available through this find-an-advisor directory (the “Directory”) may be considered to be an endorsement of such advisors as the term “endorsement” is defined in Rule 206(4)-1 of the Investment Advisers Act of 1940 (the “Marketing Rule”). XY Planning Network LLC (“XYPN”) is not a current client of any advisors appearing in the Directory.
The existence and content of an advisor profile is not based on the actual experience of XYPN or any clients with such advisor, and is solely based on an advisor’s conformance with XYPN’s standard membership eligibility requirements. Advisors appearing in the Directory each pay an annual membership fee to XYPN, which is in consideration of a variety of services and benefits provided by XYPN to its advisor members – including the ability to be listed in the Directory. Due to the annual membership fees received from advisors, XYPN has a conflict of interest and a financial incentive to only include advisors in the Directory from whom XYPN has received compensation.
XYPN encourages prospective clients of advisors listed in the Directory to independently evaluate such advisors based on additional criteria deemed appropriate.
