How can we help you transform your financial life?
We’d love to connect with you!
We are a virtual firm with planners located in New York, Florida & Oklahoma, and we work with clients nationwide.
We are thrilled you are interested in scheduling a discovery call with us.
In order to ensure all of our current clients receive top notch service, we limit the amount of new clients we onboard each month. During your discovery call, we will discuss current availability.
If you are interested in scheduling a call, please click the link below.
Used with permission, but please note this is not an endorsement
Which Fits Best: A Financial Advisor -- Or a Coach?
Watch this video by Jean Chatzky on the difference between a Financial Planner and a Financial Coach.
If you are looking for a financial coach, consider either Jean’s program FinanceFixx or working with Maggie Germano.
Please note, Rooted Planning Group does not receive any referral fees from either of these programs. We simply want to make sure you are getting the services you need if we can’t offer them.
Our goal is to make you feel empowered about your finances!
If you are looking for a financial planner, please review our services above and use the links to schedule your complementary 30-minute Discovery Call.