Last week, XY Planning Network and a number of our member advisors co-hosted Experian’s weekly chat on Twitter. In case you missed this fun event, we’re recapping the highlights for you here. Today’s chat ft. a great panel of financial planners. Follow the convo on Twitter and YouTube at http://t.co/QQ1VerZ3yj #creditchat — Experian (@Experian_US) March […]
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Last week, XY Planning Network and a number of our member advisors co-hosted Experian’s weekly #creditchat on Twitter. In case you missed this event and opportunity to connect with peers and consumers alike, we’re recapping the highlights for you here. With network co-founder Alan Moore, 5 XYPN members provided their tips, ideas, and insights: Katie Brewer […]
I believe that “wealth is more than money” and financial security allows us the opportunity to have impact. Being in Abundance assists success-minded individuals, family stewards and women experiencing life transitions; focusing on educating women about financial management and taxes, so they can make informed decisions concerning their families, careers, security and personal well-being. As a single mom I understand that life happens. Divorce Financial Analysis is offered to individuals/couples through our sister firm www.BeinMindfulinDivorce.com.
Satori Wealth Management, Inc. is a fee-only financial planning firm based in Los Angeles that specializes in providing highly personalized and proactive financial planning and investment management services to business owners, professionals, individuals and families. What makes us different is our unique approach of understanding every aspect of our client’s short and long term goals and delivering a customized, comprehensive solution providing you with the piece of mind needed so you can focus on the things that matter most.
I am a Certified Financial Planner™ professional with Millennial Wealth Management, a fee-only registered investment advisor in Colorado. We educate and advise millennials and their families in the Denver and Boulder area, as well as other states virtually. As a millennial, I understand the financial choices our generation is faced with, from navigating your first home purchase or tackling student loans. My mission is to help our generation stop worrying about money.
Hi, my name is Kasey McManis! I am a CFP professional working for Abacus Wealth Partners, which specializes in comprehensive, holistic, fee-only planning and ESG focused investment management services. My area of focus is working with families and individuals facing a major financial crossroads: a new family member, career change, retirement, etc. I want to take the stress and confusion out of your money so you can focus on what is important in life.
Our guest on this episode is the leading expert on financial planning technology, Bill Winterberg. Bill is the owner of FPPad, creator of Building Trust Online, and the host of Bits and Bytes, a weekly video series where he highlights three important technology news items or updates that have happened over the past week. Bill […]