Courtney Barnes, CFP®, CSLP® Gallant Financial Planning, LLC
- 13001 Cleveland Drive, Rockville, MD 20850
- (301) 980-6433
- https://www.gallantfp.com/
About Courtney Barnes, CFP®, CSLP®
With three CFP® Professionals on our team in three different stages of life, Gallant Financial Planning can help clients across a spectrum of financial and life needs. I specialize in working with folks who are just starting to figure it out. Young professionals who are looking to get their financial house in order.
Perhaps you’re trying to build a savings strategy while also paying off student loans, and want to know how to do both in an optimal way. Or you’ve transitioned to a new, higher paying job and want to know how to choose the right benefits and how to deploy your extra cash flow. Maybe you’re newly married and want guidance on combining households and want someone to help talk through your joint goals for the future.
We can walk with you through all of this, as well as topics that might not be at the top of your mind but that we know are crucial to the safety and success of your plan (such as estate planning and insurance reviews).
My favorite people to work with are those that say “I know I need to start somewhere. Help me build a strong foundation for my future.” If that’s you, I would love to partner with you and help launch you into the future you want.
Read Courtney’s blog here: https://www.gallantfp.com/blog
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
- Gen Y/Millennials
- Government Employees
- Mid-Career Professionals
- Student Loan Debt
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Monthly Fee: $550+/mo
- Quarterly Fee: $2500+/qtr
- Flat Fee: $8500+/engagement
- Assets Under Management: 0.80%
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.
