An exclusive community
…to help support you and the launch of your new financial planning firm.
As a member of XY Planning Network, you get business support, a technology platform, and other great benefits like educational resources, coaching — and access to an exclusive, one-of-a-kind community that can further support and foster your success.
When you launch your firm, you don’t have to do it alone. We’ll set you up with a group of your peers who are in similar stages of the process. This provides you a cohort to work with, talk to, and solve problems with. You not only get the full support of XYPN, but also support from others experiencing the same challenges and victories.