Principal Financial Planner, Sycamore Financial Planning
Chuck is a CERTIFIED FINANCIAL PLANNER™ and a Certified Divorce Financial Analyst®, as well as the founder of Sycamore Financial Planning, LLC, a Fee-Only financial planning firm headquartered in Durham, NC with an additional office in Charlotte, NC. Chuck has been a part of the... Read More →
Jean Keener has been a member of the Garrett Planning Network since 2008 when she started as a career changing solo practitioner. She now leads a team of 13 who served about 500 households last year. The firm works with clients on both an as-needed project basis and ongoing retainer... Read More →
Mark has had the privilege of being a financial planner since 1995. As founder of Timothy in 2000, Mark’s primary role is long term vision casting for the firm along with serving a small group of clients. He relies heavily on his amazing team and partners for the management of Timothy and the serving of the firm's clients.
Mark's passions for Timothy revolve around making it a world class financial planning firm. Through reading, talking and testing Mark & the team love to push the boundaries of service. As a result of our growth and longevity Mark has been asked to be on Kitces' Advisor Success Podcast (Session 64 and 389), the Morningstar Longview podcast hosted by Christine Benz (March 28, 2023 & November 19, 2024), as well as interviewed by a variety of publications. Ironically, Mark participates in no social media other than attempting to keep his LinkedIn profile current.
His other work passion focuses on being a spokesperson for those who practice financial planning while charging solely for their time. He continues to believe hourly provides the perfect balance of client value with company profitability. He and friend Matthew Jackson, CFA co-wrote A Matter of Time to help aide others who might be interested in pursuing this approach.
Outside of work he serves on various for profit and non-for-profit boards and maintains a joyfully busy life with his family, church and community. Mark and his wife, Cheryce, live in Wheaton, Illinois. They have the gift of three sons, Joshua, Ryan (Jacki) and Luke, along with a new grandson Hudson.
Timothy Financial Counsel, Inc. is the largest hourly-only, fee only financial planning firm in the United States.
Allan Roth is founder of Wealth Logic, an hourly based financial planning firm. He writes for the Wall Street Journal, AARP, and Financial Planning Magazine. He is also the author of How a Second Grader Beats Wall Street (Wiley 2009). He earned a bachelor’s degree in accounting... Read More →
Jean Keener has been a member of the Garrett Planning Network since 2008 when she started as a career changing solo practitioner. She now leads a team of 13 who served about 500 households last year. The firm works with clients on both an as-needed project basis and ongoing retainer... Read More →
Allan Roth is founder of Wealth Logic, an hourly based financial planning firm. He writes for the Wall Street Journal, AARP, and Financial Planning Magazine. He is also the author of How a Second Grader Beats Wall Street (Wiley 2009). He earned a bachelor’s degree in accounting... Read More →
Principal Financial Planner, Sycamore Financial Planning
Chuck is a CERTIFIED FINANCIAL PLANNER™ and a Certified Divorce Financial Analyst®, as well as the founder of Sycamore Financial Planning, LLC, a Fee-Only financial planning firm headquartered in Durham, NC with an additional office in Charlotte, NC. Chuck has been a part of the... Read More →
With over two decades of expertise in investments and financial services, Stephen founded Curtain Wealth Planning, an independent financial planning, and registered investment advisory firm to help individuals and families across diverse backgrounds and income levels. Curtain Wealth... Read More →
Tracy St John is the owner of Financial Avenues, located in Kansas City, MO with a 2nd office in Kansas, still within the Kansas City area. The firm practices on an hourly only basis and does offer investment management only if the client requests. Investment management is charged... Read More →
I help busy parents get (financially) organized and make smart decisions with their money. I founded Morton Financial Advice in 2018. I currently serve 60+ clients each year with a mix of ongoing, one-time and hourly financial advice.I began my career as a computer programmer... Read More →
Participants in this panel will share their experiences (the good, the bad and the ugly!) using artificial intelligence (AI) tools. Panelists will share a wide variety of examples, including how they've used AI for everything from boosting their marketing efforts, generating compelling content and eye-catching graphics, to building that dry and dreaded compliance manual. We'll hear too how panelists have used AI to sift through large documents and videos, either to find just the right data point, or to generate time-saving summaries. We'll see examples of how AI tools have been used to build Excel models for help in analyzing client scenarios. And we'll see how AI tools can also be used to help generate illustrations for clearer, more compelling client presentations. Regardless of whether you're feeling excited or wary about what's to come with artificial intelligence, please join us for this thought-provoking panel!
Lisa Weil is a CFP® Professional and Principal of Clarity Northwest in Seattle, WA. She founded her hourly financial planning practice in 2013 and joined the Garrett Planning Network in 2014. Lisa is a career changer with over 14 years’ experience in market strategy and business... Read More →
Most financial advisor websites don’t need a full redesign. They just need the right small changes in the right places. In this session, I'll share exactly what those changes are. We’ll look at real websites, show what was changed, and share the successful results. You’ll leave with 10 specific, practical updates you can make to your own site to get more people reaching out right away.
I'm a veteran of the web and have helped thousands of businesses establish secure and stable online presences. If you want to chat about website maintenance, performance optimization, or improving user experience to get more leads for your business, I'd love to sync up.
David is based in New York State’s Hudson Valley at Huguenot Financial Planning. He holds a Bachelor’s Degree in Political Science and Philosophy from Emory University and a Master’s degree in the Science of Management from Georgia Tech. In addition to Financial Planning and... Read More →
Tracy St John is the owner of Financial Avenues, located in Kansas City, MO with a 2nd office in Kansas, still within the Kansas City area. The firm practices on an hourly only basis and does offer investment management only if the client requests. Investment management is charged... Read More →
Carl Richards, creator of The Sketch Guy column in The New York Times, uses simple sketches to make money concepts clear and relatable. A Certified Financial Planner™ and bestselling author of The Behavior Gap and The One-Page Financial Plan, Carl’s work has inspired audiences... Read More →
What if your middle-market clients could legally and ethically implement the same tax-saving frameworks used by billionaires and family offices? In this session, we'll break down the elite frameworks and specific strategies of the ultra-wealthy — and show you exactly how to translate them into actionable tactics for your everyday investor.
You’ll learn how to:
“Business-ify” Your Client's Life: Spot the opportunities hiding in plain sight to turn hobbies, passions, or family activities into legitimate business ventures that unlock major tax advantages.
Zoom Out to Save Big: Use a top-down tax planning model that leverages gains in one area of your clients life to fund strategic, loss-generating assets in another — just like high-net-worth families do.
Stack Smart with the Four Tiers of Investment Tax Strategy: Implement a layered approach that blends market-based growth, income-producing assets, alternatives, and moonshots to maximize tax efficiency and opportunity.
Play “Moneyball” with the IRS: Discover how stacking micro and macro deductions, credits, and strategic timing can shift your client’s tax position dramatically — even without owning a yacht or private jet.
Give Like the Wealthy: Master the tax saving mechanics of using Donor-Advised Funds (DAFs), Charitable Remainder Trusts, and other structures that create legacy impact and immediate tax savings.
If you’ve ever wished you could offer your clients more creative, dynamic, and forward-thinking tax strategies — without needing a billionaire’s balance sheet — this session is for you. Come learn how to radically rethink tax planning from a wealth-building lens.
Rob is the Director of Strategic Tax & Advisory Services at Bement & Company. With over 10 years of experience in accounting and wealth management, Rob has worked with everyone from billionaires, CEOs and world-class athletes to local families and businesses, helping them reduce taxes... Read More →
Financial planning for solopreneurs and the less traditionally employed. Tax prep and representation. Volunteer tax prep.Previous career in: data science, AI, automation, software engineering, freelancing
David McPherson founded Four Ponds Financial Planning in 2007 to provide sound, objective financial advice to clients looking for help with their investments, retirement planning and other money-related needs.As a financial planner, he strives to treat all clients with respect and... Read More →
I was a fee-only financial planner for than 20 years. I transitioned from corporate finance first to fee-only wealth management firms working with high net worth individuals including corporate executives, physicians, business owners and others providing comprehensive fee-only... Read More →
Principal / Financial Planner, Arrivity Financial Planning
Nancy has been the CEO/Principal/CCO at Arrivity since 2013 and obtained her CFP® certification in 2012. The firm is located in Seattle, Washington and currently includes 8 team members who serve about 400 clients each year. We are an hourly-only firm working developing initial plans... Read More →
Do you have trouble charging clients for your time? Do you often
find yourself "forgiving" or "writing off" a portion of the time you spend on client projects? Do you ever feel you're losing prospects because of "high" fees or that you're spending more time than you care to trying to justify your fees to your clients? Do you have trouble articulating the value you bring to bear in your work as a financial planner? If you answered "yes" to any of these questions or you'd simply like to spend less energy spinning your wheels or efforts on the wrong things or in the wrong direction, you may find this session helpful. Lisa will share some of the strategies she's employed, drawing both on her 14 years' experience in marketing, as well as from her 11 years' experience running her own hourly financial planning practice.
Lisa Weil is a CFP® Professional and Principal of Clarity Northwest in Seattle, WA. She founded her hourly financial planning practice in 2013 and joined the Garrett Planning Network in 2014. Lisa is a career changer with over 14 years’ experience in market strategy and business... Read More →
This presentation will focus on concrete steps clients can take to safeguard their digital lives, and how financial advisors can coach them into action. As financial advisors, our clients’ financial assets are not secure unless clients are taking steps to lock and monitor their accounts.
The presentation will cover:
Why digital security is so important
Concrete tasks clients can take based on their level of sophistication and exposure/risk
When and how to have the conversation and strategies to encourage clients to action
Beth is a Lead Planner with Keener Financial Planning, LLC in Keller, Texas. She works with clients on both an as-needed project basis and ongoing retainer service model. Beth is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Retirement Planning Counselor... Read More →
