- Join a peer to peer network of fellow financial planners looking to lead the change to Fee-Only.
- Get access to one-on-one coaching, exclusive educational resources, and member-only webinars.
- Receive exclusive media queries to help increase exposure for your firm.
- XY Planning Network provides +$6,000 in value.
- Access to a turnkey investment management solution if desired.
- XYPN planners receive CIFPs membership at no additional cost — a $199 USF value.
- XY Planning Network members receive a profile on the market’s best Find A Planner portal.
- Your ideal clients can find you via specialty, so you no longer need to limit yourself by location.
- Display your website and connect with potential clients online.
Interested in being a part of Fee-Only movement? Learn about membership standards and how you can join the growing membership of financial planners in XY Planning Network.
Have questions? Head over to browse through our frequently asked questions — or schedule an introductory call with our co-founder, Gordon Stockman, at the bottom of the FAQ page.