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Client Specialties: Coronavirus Relief, Entrepreneurs, Gen X, Medical Professionals, Parents, Pro Bono
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.
Client Specialties: Cross-border Planning, Divorced, Gen X, Pro Bono, Retirement Planning
Quick Bio:
I help people with challenging life transitions such as retirement income planning, expatriation, and divorce financial planning.
I believe that a strong life and financial plan makes other wealth decisions much easier. As a CFP® professional, I work with my clients’ own legal and tax advisers to build cost-effective and tax-efficient strategies to help achieve your long term financial goals.
Client Specialties: Established Professionals, Gen X, Medical Professionals, Pro Bono, Retirement Planning
Quick Bio:
I am a financial planner and investment advisor located in Boston Massachusetts. My qualifications include nearly two decades of experience, an MBA from the Wharton School and multiple professional credentials, including the CFP(R) and CFA designations.
Client Specialties: Divorced Women, Gen X, LGBTQIA, Pro Bono, Women Professionals
Quick Bio:
What About Us Financial serves women, people of color, LGTBQIA, Environmentalist, Social Justice Champions and X/Y/Z generations. I offer financial planning through a monthly subscription and investment management as a Fiduciary Fee-only advisor.
Client Specialties: Baby Boomers, Career Changers, Coronavirus Relief, Pro Bono, Women in Transition, Work/Life Balance
Quick Bio:
Laura Rotter founded True Abundance Advisors for people navigating big life transitions and preparing for the next chapter of their lives. Laura believes that the accumulation of wealth is only part of the financial planning process, and that true abundance comes from learning how to employ that wealth to do the things you most value. After a successful career on Wall Street, Laura now partners with clients to achieve both financial security and life satisfaction.
Client Specialties: College Planning, Coronavirus Relief, Gen X, Parents, Pro Bono
Quick Bio:
Chuck Donalies, CFP® provides affordable fee-only financial planning services to anyone in need – not just people with millions of dollars. A personal trainer will get you physically fit; Chuck will get you fiscally fit.
Client Specialties: Family Financial Planning, Investment Planning & Management, Pro Bono, Tax Planning
Quick Bio:
Hi, I’m Ryan. I have spent my career as a financial planner because I care deeply about helping people achieve an even greater financial future. I specialize in working with busy professionals and families in Northern Virginia. I offer ongoing service options as well as one-time plans. Utilizing my unique planning and investment philosophy we will explore valuable financial opportunities, uncover blind spots, and build a plan that lets your money work harder for you.
Client Specialties: Coronavirus Relief, Gen Y/Millennials, Medical Professionals, Pro Bono, Student Loan Debt, Veterinarians
Quick Bio:
Erik Kroll, CFP® is a financial planner and the founder of Hilltop Financial Advisors. His mission is to help people across their whole financial picture. With a specialization in student loans, he has advised on over $5 million in student debt. Erik is always on the journey of being a better father, husband, and listener.
Client Specialties: Business Owners, Pro Bono, Real Estate Professionals, Women Professionals
Quick Bio:
I founded Real Estate Wealth Planning to serve real estate professionals in a radically transparent way. I’m married to a REALTOR® and my goal is to help families build financial life plans that bring you true joy now and in the future; we do that together by deeply exploring “What is the money for?” Finally, as a former teacher, I promise to explain everything about your finances in plain English!
Client Specialties: Gen X, Investment Planning & Management, Pro Bono, Widow/Widower, Women Professionals
Quick Bio:
Hello there! I believe in the power of planning. I help independent-minded women, especially those in STEM and education careers, build wealth and achieve what is important to them and their families.
You don’t need a million bucks to get started. What is required is the desire to dig deep, discover what you want out of life for you and your loved ones and together, we can make it happen.
Let’s connect today!
Client Specialties: College Planning, Gen X, Investment Planning & Management, Pro Bono, Retirement Planning
Quick Bio:
How do you balance paying for your child’s college education and still have the Retirement you deserve? Mark’s role is to guide through these difficult questions.
As a Dave Ramsey Master Financial Coach, Mark has seen how nearly 80% of people in the country are living paycheck to paycheck. The 5th Baby Step in Dave Ramsey’s 7 Step Process is about paying for college while Baby Step 4 is about saving for your own Retirement. What we often see is clients often reverse these steps which can have long term consequences. It is important to understand you can’t get Financial Aid for Retirement, but you can for college. Most advisors typically think college planning is only a savings issue with a 529 plan or similar as the method to accomplish your goal. Mark has learned it is about being intentional with your money and helps clients achieve a balance in paying for both college and retirement.
Client Specialties: Pro Bono, Retirement Planning, Tax Planning, Wealth Management
Quick Bio:
Simaris Financial was founded in 2019 to help individuals and families find their true purpose in life, and align their finances to this purpose. Our clients, while at varying stages of life, are all seeking an invested partner and financial expert who can help them discover and define what matters most to them. We are passionate about helping our clients remove the obstacles to a fulfilling and energizing life.
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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.
