Hello from #XYPNLIVE!

Hello from #XYPNLIVE!

Posted September 11, 2019 in Financial Planning by

XY Planning Network was established in 2015 as a member community and support resource for fee-only financial planners and their firms, specifically those who work with members of generations X and Y. I have been a member of XYPN since 2017. This week, members and staff of XYPN, industry thought leaders, and supporting organizations converged on St. Louis for #XYPNLIVE — the network’s annual national conference.

While I take in the latest trends, tips, and tricks of making the fee-only financial planning process a better, more valuable, and comfortable experience, please take a minute to check out some of my own tips on our media mentions page.

Not a client yet? See if our ensemble approach is right for you.

Head to our Comprehensive Services page to learn more about what we do for our clients.

Jason Speciner
jason@fpfoco.com

Jason Speciner is a CERTIFIED FINANCIAL PLANNER™ professional, an Enrolled Agent, and the founder of Financial Planning Fort Collins, a 100% employee-owned and fee-only firm. He is also a member of the National Association of Personal Financial Advisors (NAPFA) and XY Planning Network (XYPN). Since 2004, he has served clients of all ages and backgrounds with unique experience working with members of generations X and Y. To learn more, check out Jason's blogs and see the media he's been featured in.



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Need some tips to help you tackle your next critical money moment? Stay in the loop with our weekly(ish) email!

We promise to never sell, rent, lease, loan, or otherwise use your email address for any reason inconsistent with our privacy policy. You can easily unsubscribe at any time.
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Unless there is truly unique or extraordinary complexity associated with a client’s situation and financial circumstances, our fee will be based on the market value of the assets under management (AUM) for investment management services, subject to a minimum fee of $500 per month. The fee is blended and calculated using the following schedule. We do not require a minimum investment of any amount.
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$0 - $1,000,000 0.60%
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