XY Planning Network is the leading organization of Advice for a Fee Financial Planners who specialize in helping members of Gen X and Gen Y. Our planners are unique in the financial planning industry because of the way they put their clients first:
- They offer virtual services so you can connect with your chosen planner, wherever they be located.
- They provide a sensible fee structure that suits most members of Gen X and Gen Y. Our planners must include a monthly flat (and reasonable) fee payable just like any other monthly bill. They accept no commissions or any payments except as directed by you, the client.
- They’re all sworn fiduciaries who uphold a fiduciary oath to always work in their clients’ best interests.
XY Planning Network members are also financial-planning focused, meaning all our planners offer comprehensive financial planning services for consumers. To our members Planning Before Investing is a maxim.
We’re not your parents’ financial planners. We are here to help YOU live YOUR great life.