Â
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.
Â
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
Â
Â
