Ashley Foster, CFP® Nxt:Gen Financial Planning

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About Ashley Foster, CFP®

I am a CFP® and founder of Nxt:Gen Financial Planning. My practice focuses on building trust by creating meaningful relationships with each and every one of my clients. I provide fee-only, fiduciary advice and investment management in Houston, Texas and beyond.

Financial planning should be a collaborative and engaging process. My goal is to help you achieve a sense of financial clarity and purpose, using money as a tool to create your definition of financial success.

Charles Dickens once said that “No one is useless in this world who lightens the burdens of another.” As a CERTIFIED FINANCIAL PLANNER™ with over ten years of industry experience, I’m passionate about helping my clients realize their financial potential by giving them the courage to plan confidently for their future.

I began my career as a financial advisor over ten years ago. Those first couple of years were financially challenging, as I tried to keep my practice afloat during the Great Recession. Even though my income was variable, expenses such as my car note, student loans, and rent were fixed. I had to be creative in handling my finances in order to stay ahead of my expenses. Mastering financial basics and learning how to employ smart financial strategies got me through the tough times.

As my practice grew, I found my career becoming less and less fulfilling. I was helping the wealthy keep more of their money, yet my friends were still recovering from the effects of the Great Recession. I transitioned my practice to a boutique investment management firm in 2014, but a change of scenery did not change how I felt.

It wasn’t until I started running into more and more young professionals who needed conflict-free financial advice, did I realize I was unable to effectively deliver it within a traditional financial advisory firm. This is why I created Nxt:Gen Financial Planning, to serve clients just like you.

Most days, I help successful young professionals such as yourself realize their full financial potential. Whether it is helping them make smarter money moves, holding them accountable to their goals, guiding them through student loan repayment, or taking a holistic view of their cash flow and investments, the end result is the same. They now feel confident about their financial situation, knowing they have a trusted advisor guiding them to their unique definition of financial success.

When not working, you can find me spending time with my beautiful wife, Anna, a local Veterinarian. I am an avid soccer player, and a passionate advocate for providing financial literacy education to underserved populations right here in Houston, Texas. I volunteer in my community through my Rotary Club, and in my profession by sitting on the local board of the Financial Planning Association. And when time allows, Anna and I can be found exploring the world, living out our shared dream of traveling together.

I look forward to helping you realize your full financial potential so that you too, can begin to chase your dreams.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Attorneys
  • Gen Y/Millennials
  • Holistic Financial Planning
  • Veterinarians

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options:

  • Potential One-Time Upfront Fee: $500+
  • Monthly Fee: $125+
  • AUM: 0%+

Pricing varies by services offered. Contact advisor for additional fee options.

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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