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Client Specialties: Business Owners, Gen Y/Millennials, HENRY (High Earners, Not Rich Yet), Parents
Quick Bio:
When you look at your life, every decision you make on a daily basis has has an impact on your finances, no matter how you slice it and dice it. Why should you guess at those decisions and make mistakes? You deserve the best guidance.
My mission is to help you make Smart Financial Decisions! To be your helping hand…to be your mentor…your supporter…your cheerleader…your shoulder to cry on…your ear or whatever else you need to help you reach your fullest potential!
We only get one shot at this, so let’s work together to make Smart Financial Decisions!
Client Specialties: Business Executives, Business Owners, Dual Income Family
Quick Bio:
Impact Advisors Group is committed to equipping its clients to make important financial decisions from a position of confidence. We believe that more confident decisions lead to better decisions. We believe that better decisions lead to better outcomes.
Client Specialties: Business Executives, Equity Recipients (RS/RSU SOP ESPP), Technology Professionals
Quick Bio:
We offer ongoing financial planning for employees with equity compensation- ISO, RSU, NQSO, ESPP – and/or concentrated company stock positions.
Client Specialties: Baby Boomers, Coronavirus Relief, Financial Coaching, HENRY (High Earners, Not Rich Yet), Pro Bono, Wealth Management
Quick Bio:
I’m Mark Wilson, APA, CFP®, a proud father of two teens and lucky husband of one amazing wife. I founded MILE Wealth Management to provide real wealth management to families and “Make It Look Easy” (MILE).
My goal is to use my experience, teaching background, wise use of technology and smarts to make it look easy. I’ve found that families that understand their financial situation, set their personal targets and see their next steps will be able to achieve their short and long-term goals and make adjustments as necessary.
Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Gen Y/Millennials, Women Professionals, Young Professionals
Quick Bio:
Jessica Goedtel, CFP® founded Pavilion Financial Planning with a desire to provide accessible, affordable, and quality financial planning. She works with young professionals earning over $100k in salary, with years of experience in equity compensation planning. She also works with women in the online sex work industry. She is driven to provide financial advice that is free of judgement and shame, and is instead focused on empowerment, social consciousness, and personal well-being.
Client Specialties: Educators, Teachers, and Academics, LGBTQIA
Quick Bio:
Throughout my career as a high school math teacher, I’ve learned a few things about how to live in a financially intentional and sustainable way on a moderate paycheck, striking an important balance between living for today and planning for the future.
I started Sustain Financial Inc. to help others develop a similar approach to their finances – one that prioritizes their values now, while still being mindful and supportive of their future.
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.
Client Specialties: Caretakers, Cash Flow/Budgeting, Elder Care Planning, Gen X
Quick Bio:
Advisor, friend, and motivational coach with a dedicated career in financial planning. In my 10+ years of experience, I have worked with all shapes and sizes of clients, from those in debt to founders of public corporations. Education includes a Bachelors in Finance & Accounting and a Masters in Financial Planning from Bentley University.
Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Family Financial Planning, Women Professionals
Quick Bio:
Amy Rosenow is an entrepreneur, financial industry veteran, hedge fund and angel investor, passionate working mom, and philanthropist.
Amy is the founder of Fearless Financial Planning, an advice-only financial planning and education firm focused on women, families, and entrepreneurs. She founded Financial Fearless in 2021 after working in financial services for over twenty years.
She wants to learn how you define wealth and help you work to create enough to live your most fearless life.
Client Specialties: Engineering Professionals, Gen X, Parents, Technology Professionals
Quick Bio:
Lucas has 12 years of experience in financial services. Before creating Level Up Financial Planning he worked with pre-retirees with an average net worth of $1 million. Wanting to make a greater impact on his clients’ financial lives, Lucas started Level Up Financial Planning, LLC to bring financial planning to young professionals and growing families. “I believe simplifying my clients’ financial lives will allow them to achieve their goals and reduce their stress”
Client Specialties: Christian Faith Based, College Planning, Family Financial Planning
Quick Bio:
Charles Thomas founded Intrepid Eagle Finance to help Christian families on their journey to find financial freedom. We work with families to achieve goals that balance what’s truly important with their finances. Whether your family is growing in number, getting taller, growing spiritually, or some other dimension of life, we serve as a trusted partner.
Client Specialties: Cash Flow/Budgeting, Gen Y/Millennials, Newlywed/Engaged, Travel Enthusiasts
Quick Bio:
I start by helping you determine what you want your life to look like. Once we have clearly defined values and goals, we’ll create a wholistic plan for how we’ll use your money to make that dream a reality. As we work toward that vision, I’ll be there to hold you accountable and to explain the things you weren’t taught in high school.
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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.
