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Client Specialties: Business Owners, Gen X, Intergenerational Families, Parents
Quick Bio:
Steven Kampschmidt is a CERTIFIED FINANCIAL PLANNER™ professional dedicated to assisting individuals and families in their pursuit of financial freedom. After establishing a practice within Merrill Lynch, he had an increasing desire to service his clients in a way that was unavailable at almost all other firms within the industry. It was at this point that he opted to create something new, and thus Freedom Found Financial was born.
Client Specialties: Couples/Partners, Gen Y/Millennials, Married Couples, Newlywed/Engaged
Quick Bio:
I help couples get – and stay – on the same financial page. As a Certified Financial Planner™ and Certified Financial Therapist-Level I™ Practitioner, my financial planning process is designed to help couples unify around a shared vision for where they want their lives to take them, and use their money as a tool to help these dreams become a reality.
Client Specialties: Baby Boomers, Investment Planning & Management, Retirement Planning, Tax Planning
Quick Bio:
Retirement planning & investment management for nice people over age 50.
Client Specialties: Family Financial Planning, Gen Y/Millennials, Retirement Planning, Young Professionals
Quick Bio:
Former United States Air Force Financial Officer, Shaun Carney, CFP® started Bolt Financial Group with a passion to service investors with integrity and transparency. Bolt Financial Group is a fee only, fiduciary advisory firm. Our evidence-based investment philosophy allows us to provide long-term value for clients through Nobel Laureate academic theory. From young professionals to investors nearing retirement, we provide incredible insight into client’s current financial picture and complete confidence in their future wealth outlook.
Client Specialties: Dentists, Gen Y/Millennials, Medical Professionals, Student Loan Debt
Quick Bio:
I’m the founder of Arch Financial Planning, LLC, a fee-only firm that guides high-earning white coats with student loans and families within 10-years of retirement to financial success.
I specialize in helping dentists with student loans become practice owners, public service loan forgiveness (PSLF) for physicians, and residents transitioning to private practice with student loans.
Client Specialties: Baby Boomers, Wealth Management, Widow/Widower, Women Professionals
Quick Bio:
I am inspired by women who are forces of nature. My mother was a feisty Italian, who lived a long life. Her sister, at 102, is now slowing down. My sister still runs her own business at age 81. I tried retiring at age 64, but I wasn’t any good at it. Now I want to harness my energies and expertise to help women solve their financial issues so they can follow their passions.
Client Specialties: Baby Boomers, Family Financial Planning, Government Employees, Retirement Planning
Quick Bio:
I founded Carrington Financial Planning, LLC, for the single purpose of helping my clients achieve financial success. I believe that good financial planning must be collaborative in order to be successful. As a fiduciary advisor, I always put client interests first and ensure that I meet their needs in a holistic fashion. A well-constructed financial plan, composed of clearly defined goals will put you on the pathway to financial success.
Client Specialties: Baby Boomers, Investment Planning & Management, Mid-Career Professionals, Retirement Planning
Quick Bio:
Dreamfield Planning Group is the culmination of many years working at the craft of financial planning. I’ve long had a desire to help others in the service of their goals, especially those individuals and families entering a more critical phase of their financial lives (retirement); they are either done with working or soon will be, and and it is my job to professionally assist them with navigating the next several decades with grace.
Client Specialties: Gen X, Retirement Planning, Tax Planning, Young Professionals
Quick Bio:
Jason J. Hamilton, CFP®, CRPC® is a Certified Financial Planner™ and Chartered Retirement Planning Counselor® who helps high-performance professionals and high-net-worth investors create alignment with their abundance so they can live in flow with their wealth and serve their purpose.
Client Specialties: Engineering Professionals, Equity Recipients (RS/RSU SOP ESPP), Gen X, Technology Professionals
Quick Bio:
Tom Lo is a fee-only financial planner in San Carlos, CA serving the financial planning and investment management needs of Gen X Silicon Valley tech professionals. His firm, Vested Financial Planning, enables clients to make the most out of their employee equity (RSUs, ISOs, NQSOs, ESPP). Tom understands the needs of tech professionals because he worked in Silicon Valley for 20 years before making a career change into financial planning seven years ago.
Client Specialties: Cash Flow/Budgeting, Gen Y/Millennials, Young Professionals
Quick Bio:
I work as a finance professor at the University of Wisconsin-Oshkosh as well as serving clients as a financial planner. My clients are primarily recent college graduates and young professionals. I am passionate about helping clients save money, maximize investments returns, and live their best life. Whether you want a simple financial review or a comprehensive financial plan, I’d be glad to help. Let me know what you need and I can provide a quote.
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.
From the Blog
May 30, 2023 
Can You Name Overseas Guardians For Your Minor Kids?
Who to name as a guardian for your kids is one of the more emotionally stressful areas of creating a will for any parent. It becomes a big issue for foreign-born families when they want to consider overseas guardians.
The post 6 reasons why you need an estate plan even if you are a millionaire, details all the reasons you need to complete an estate plan.
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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.
