Amy Irvine (CFP®, EA, Other)
Amy Irvine focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Entrepreneurs
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Entrepreneurs
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
Additional Information
Rooted Planning Group was designed to create a family like environment. We all have roots, but it's the wings that take us places. Our process is designed to allow us to get to know your family, your roots, and your wings.
How would you define your perfect life? How do your finances embrace you and form that protective barrier?
In fact, if money was not a barrier, would your life change? The answer may change as your life changes, and as your financial coach, this is a topic explored to enhance clients lives by recognizing and supporting their values.
NAPFA Start Date
July 27, 2016
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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