There’s no shortage of things to look forward to at this year’s XY Planning Network National Conference, #XYPN16. And with so much going on, it’s easy to feel like you might be missing something. That’s why we compiled this guide to walk you through all things conference content, parties, receptions, events, contests, and more! Get […]
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Anthony is a CERTIFIED FINANCIAL PLANNER (TM), a veteran and a lover of technology.
At his core, Anthony loves helping people plan for their future. He coaches individuals and families on how to devise a plan for their financial well being and takes pride in shaping the careers of young soldiers.
When Anthony isn’t helping people with their finances he is a company commander in the Iowa National Guard.
Today, we’re excited to welcome Carl Richards to #XYPNRadio. Carl is the director of investor education for the BAM ALLIANCE, a community of over 130 independent wealth management firms throughout the United States, and the author of The Behavior Gap. He’s had a fascinating path in financial planning, including how he actually got into the securities […]
New to establishing credit and want to build your score? You’ve got the right idea, because your credit score is an important factor that impacts your finances in either a positive or negative way — and your actions help determine the outcome. Credit often comes into play when you’re making huge life decisions like buying […]
My mission as a CFP® Professional is simple. To provide you with unquestionable value while improving your financial well-being. The result? Clarity and confidence that you are taking the proper steps financially for you and your family. Primarily serving mid to late career professionals, I ensure that your ever evolving life is planned for and that your investments are managed in alignment with your goals.
Hello there! I believe in the power of planning. I help independent-minded women, especially those in STEM and education careers, build wealth and achieve what is important to them and their families.
You don’t need a million bucks to get started. What is required is the desire to dig deep, discover what you want out of life for you and your loved ones and together, we can make it happen.
Let’s connect today!
Jonathan Heagle CFP®, CFA is the founder of Mountain Vista Wealth Management, LLC, located in Santa Barbara, CA. He is a retirement planning and investment specialist with a soft spot for real estate investing. Typical clients are Gen X or Baby Boomers who are serious about preparing for and maximizing their retirement. His 20 years of investment experience make him the ideal advisor for clients looking to protect and grow their savings.
XY Planning Network is thrilled to continue promoting our members who launched new financial planning firms in 2015. We’re celebrating these advisors by spotlighting their experiences, thoughts, and lessons learned. Want to launch your own financial planning firm? Get inspired by our members, and then check out how you can receive additional help and support from the […]
Already planning your summer vacation for this year? If you’ve got a big travel bug but not a big travel budget, don’t get discouraged. There are many ways you can say money on travel and still enjoy your trip. Whether you’re on a strict budget or just looking to save a few dollars (to plan […]
Late Bloom Advising is a virtual firm that assists women experiencing major life transitions. Through an empathetic and relatable approach, we provide Financial Planning and Investment Management to women & Divorce Financial Analysis to individuals and couples through our sister firm www.latebloomdivorce.com. We educate and support our clients, to get them to the other side and confidently move forward with their financial lives.