Plan With Whitney
 

WELCOME

So Nice To Meet You!

 
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Hi there, I am Whitney…

I am a Certified Financial Planner based out of Austin, Texas. I have over 10 years of experience in financial planning and coaching roles, and have created numerous financial wellness courses and tools to help friends, family and clients achieve financial independence.

My approach combines the fundamentals of wealth building with your unique skills and experiences (your secret sauce) to create a financial plan that is customized to match your values, strengths and long-term desires. I believe each wealth plan is unique and involves a variety of asset classes (real estate, business, stock market etc) depending on your desired life style and goals. Together, we will work together to design the life you love and the financial plan to fund it.

Currently, I am the Principal Financial Planner at Legalzoom. I am also the founder of The Breakup Project, an online program that helps women navigate the emotional and financial components of divorce. If you would like to take a look at my resume, check out my Linkedin Profile!

I look forward to working with you!