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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

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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!

NEW Monthly Webinar Series!  Check back for April's topic!

Previous Webinars on Demand: 

Women and Money
Your Employer-Sponsored Retirement Plan

College Planning

 
 
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