Xennial Planning

Women making cents. Together.

Girlfriends at the Beach
 

Say good-bye to financial jargon and stuffy salespeople!

We help to ensure young, strong career-minded women have the tools, education, and resources to live, work, and retire successfully. And best of all, there are no account minimums to work with us! Check out our full suite of Services.  Download our Annual Service Calendar below for a peak into what to expect from an ongoing financial planning relationship.

 

Is Xennial Planning right for me?

Schedule a FREE 30-minute consultation to find out!

Lindsay Martinez, CFP® - Owner/Financial Planner

Yes!  I want my FREE, no obligation call with Lindsay.

For a variety of financial topics, tips, and tricks,
subscribe to our Monthly Blog and Quarterly Newsletter, and  

get notified about upcoming Webinars!

Check Out Our Monthly Webinar Series:

*Register for Investment Basics on Thursday, July 9!*
 

Previous Webinars on Demand:

Retirement Savings Challenges for Women 

Women and Money
Your Employer-Sponsored Retirement Plan

College Planning

Financial Planning Basics

 
 
Logo NAPFA.jpg
Logo CFP.jpg
XYPN Member Badge.png
Logo AFE.png
Logo Fee Only Network.png
Subscribe Here!

760-205-3432

P.O. Box 6137 

Oceanside, CA 92052

©2019 by Xennial Planning LLC is a Registered Investment Advisor in the State of California

Disclosures