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In this newsletter you will learn about:
1 financial tip
1 question asked by a “friend”
1 Podcast
If money wasn’t a barrier what would your life look like?
We want to ensure you get to that ideal life in the most graceful way possible. Whether it is saving for that big purchase, sending the kids off to college, and/or retiring, we understand that competing goals exist and need to be planned for!
Rooted Planning Group is a 100% women-owned, fee-only financial planning group. We are considered a Fiduciary and we are obligated to act in your best interest.
Root. Nourish. Grow.
Build financial confidence through a custom plan.
WE ARE MOTIVATED BY YOUR SUCCESS
What financial advice should be about… YOU. You come first.
We want you to feel good about your money. We’re on a mission to make you so financially strong your confidence will make others wonder what you’re up to.
SOME OF OUR PROFESSIONAL AFFILIATIONS
Proud member of XY Planning Network! Advisors displaying this badge have been accepted into XY Planning Network by vowing to adhere to strict fiduciary standards, and carry the CFP® designation. XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve their Gen X and Gen Y peers by providing comprehensive financial planning services without product sales or asset minimums.