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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

Disclosures

Services

As women, we have a lot on our plate (children, aging parents, relationships, careers). We are the head of our household and making big financial decisions or procrastinating because it's too overwhelming. Money decisions can be stressful when you have no guidance or experience. Let us take care of this for you. We will partner and make a plan together, so you can spend time on the other (more enjoyable) aspects of your life.

How Can We Help?

  • Ensure you understand what is coming into and going out of your bank accounts.

  • Find optimal ways to pay down any outstanding debt or invest leftover cash.

  • How to make the most of the benefits offered by your employer.

  • Set and meet financial goals such as saving for a home, car, college, vacation, retirement, or whatever you want!

  • Review your tax situation and determine if there are ways to keep more money in your pocket.

  • Keep you and your family insured properly and protected if you or your spouse pass away.

 
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Financial Life Planning

Financial Planning is ongoing and we want to help you every step of the way. Change happens and decisions come up.  We will be here to answer.

Investment Management

Do you want to take the guessing game out of the investment puzzle?  We do that too.  Consolidate and have peace of mind knowing someone is handling these important decisions for you.

Quick Start

Not ready for the full package? No problem. We provide one-time assistance to help you build a plan to reach your most pressing financial goal... or two.

Pricing

Financial Life Planning

Creation of the initial plan is $1,500, then an ongoing subscription billed monthly, just like a gym membership! The cost is based on your gross annual household income, with the lowest starting at $95/month.  We can meet as often as you like!  Check out our Service Calendar. You can cancel anytime.

Investment Management

Low cost investing with no trading fees, no commissions, and no account minimums!  We charge .95% (or .0095) of the account balance and bill quarterly (.95% / 4).

Quick Start

Fees are $500 - 2,000 based on complexity and time required to complete.

Workshops

Fees may vary, but we provide FREE workshops at your company, school, or organization through my AFE affiliation and cover topics such as:

  • Financial Planning Basics

  • College Planning

  • Investment Basics

  • Your Employment-Sponsored Retirement Plan

Please contact Lindsay if interested.