OUR MISSION
Our team works virtually all over the U.S. helping clients nationwide. This team of dedicated financial planners is focused on providing clients with holistic financial advice tailored specifically to the client’s individual goals and life’s dreams. Our mission is to celebrate, strategize, and consult with clients every step of the way on their wealth journey.
We want you to feel good about your money and we’re on a mission to make you so financially strong that your confidence will make others wonder what you’re up to.
We will not judge you; we create a safe space for you to discuss all your finances. Our goal is to provide you both financial planning and financial education.
No minimum assets required, because it’s not about the assets you currently have, it is about the life you want to build and the plan that will help you achieve those dreams!
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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.
HOURLY
If you have a few questions around your finances and are not looking for a long-term relationship with a financial planner,
this service may be the answer for you.
COMPREHENSIVE FINANCIAL PLANNING
Ready for a comprehensive deep-dive into your financial life? This service offers a long-term relationship with ongoing recurring services covering financial, investment and tax planning.
WE ARE MOTIVATED BY YOUR SUCCESS
Kate Welker, CFP® | Amy Irvine, CFP®, EA, MPAS®, CCFC, CDFA®, CFT-I™ | Kerrie Beene, CFP® | Becky Eason, CFP®
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.