Halcyon Financial Planning does not necessarily endorse the following individuals, but provides the following information and resources to assist your search in finding a local advisor for your planning and investing needs. The following individuals are all fee-only, independent financial advisors and members of the XY Planning Network.
Unleashed Financial LLC. Located in Kirkland, Washington.
Jason Preti, CFP® – firstname.lastname@example.org
I work primarily with Gen X and Gen Y clients to build goal-based financial plans and implement long term wealth building strategies. Through financial planning and goal building, I help you take control of your finances and create a more secure future.
Bridge Financial Planning, LLC. Located in Chattanooga, TN.
Jennifer B. Harper, CFP(R) – email@example.com
Bridge Financial Planning works with busy professionals to implement personalized financial plans that will help them connect today’s realities with tomorrow’s goals.
FIT Advisors. Located in Chicago, IL.
Anjali Jariwala CPA, CFP® – firstname.lastname@example.org
Anjali Jariwala, CPA and CFP®, founded FIT Advisors to help young professionals in the wealth accumulation stage discover and reach their life goals. She is committed to building trust with her clients by eliminating conflicts of interest and providing a transparent fee structure with no commissions or hidden costs. Anjali utilizes her vast experience in financial and tax planning to get her clients FIT…financially!