XY Planning Network
The XY Planning Network is a Turnkey Financial Planning Platform (TFPP) that helps advisors start and run fee-only firms dedicated to working with Generation X and Generation Y clients. Co-founded by myself and Michael Kitces in 2014, XYPN has quickly established itself as the leading organization of advisors focused on working with next generation clients. We make it easy to get started by providing compliance, marketing, technology, education, and connecting members with a passionate community of like-minded advisors. Learn more »
Serenity Financial Consulting
In 2012 I founded Serenity Financial Consulting, a fee-only financial planning firm that specializes in working with Gen X and Gen Y small business owners. I quickly learned that the traditional way of providing financial planning to older clients simply didn’t translate well to working with younger clients. I have spent the last several years creating a refining the process of providing financial planning to next generation clients. The main difference is that I charge my clients monthly for financial planning services, instead of a strict AUM fee like most advisors. Learn more »
AdvicePay
AdvicePay is the first and only payment processing platform built for specifically for financial advisors. We aim to make financial planning services available to consumers without high investment balances by building a compliant payment solution to process financial planning fees. Learn more »
FA Bean Counters
FA Bean Counters provides bookkeeping services to busy financial advisors. As specialists in the independent financial planning profession, you are able to efficiently and affordably outsource the management of your bookkeeping needs. Managed by a team including a CPA and QuickBooks Pro Certified bookeeper, you can trust that your books will be handled by a team of highly qualified and experienced experts. Learn more »