Ashley Foster, CFP® Nxt:Gen Financial Planning
- 708 Main St 10th Floor, Houston, TX 77002
- (832) 331-4714
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.
We’ve talked before about what a good financial planner does—and just as importantly, what they don’t do. One important thing I wish more people understood: a financial planner is not a financial product sales agent. Of course, it’s no surprise that many have been duped by this widespread misconception. In fact, I was myself, once. […]
The post Your Life Insurance Agent Is Not Your Financial Planner appeared first on Nxt:Gen Financial Planning.
What does a financial planner do, exactly? Ah, how many times I’ve had to answer that question… and how little I’m usually able to get across. You know the scene: You’re at a party, you’re meeting new people. The on of the first questions everyone asks is, “What do you do?” If you’re my wife, […]
The post What Does a Financial Planner Do, and Do You Need One? appeared first on Nxt:Gen Financial Planning.
As you’re sitting down to set your financial objectives, you may find yourself with a bit of a chicken-and-egg problem. You’ve got two equally important goals: to pay off your student debt and to stash away cash for retirement. But which comes first? Which takes priority, loans or investments? This is an age-old question in […]
The post Which Comes First, Paying Off Loans or Making Investments? appeared first on Nxt:Gen Financial Planning.
- Gen Y/Millennials
- Holistic Financial Planning
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Assets Under Management
- Potential One-Time Upfront Fee: $500+
- Monthly Fee: $125+
- AUM: 0%+
Pricing varies by services offered. Contact advisor for additional fee options.