Katherine Long

Finance Intern at XY Planning Network - Bozeman, MT, US

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XY Planning Network
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XY Planning Network logo, XY Planning Network contact details

XY Planning Network

Bozeman, MT, US • 100 - 249 Employees
Financial Services

XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients.Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that supports and encourages financial advisors who want to forge a new path in the industry. We offer comprehensive resources to help you run better and more successful business.Our mission? To provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients.Whether you're an established advisor already working with Gen X and Gen Y clients, or you're looking to start your own firm, XY Planning Network is here to help.

Fee Only Financial Planning Business Coaching B2C Financial Services Financial Advisory Services Membership Organizations Business Services fintech
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Katherine Long currently works for XY Planning Network.
Katherine Long's role at XY Planning Network is Finance Intern.
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Katherine Long works in the Financial Services industry.
Katherine Long's colleagues at XY Planning Network are Sarah Orlando, Cheryl Lewis, Ashley Hunter, Aimee Arnaud, Kelsey Wheatle, Pam Hocevar, Tom Teasdale and others.
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