Kathleen Boyd

Financial Planning & Process Coach at XY Planning Network - Bozeman, MT, US

Kathleen Boyd's Colleagues at XY Planning Network
Daniel Adams

Director Of Accounting Services

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Lindsey White

Email Marketing Manager

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Mostafa Osman

Office Manager

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Yan Zeng

Unix 专员

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Avril Phillips

VA Service Coordinator

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Ondrej Slezak

director

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Mike Chua

Abc

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Kathleen Boyd's Contact Details
Email (Verified)
***@xyplanningnetwork.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
United States
Company
XY Planning Network
Kathleen Boyd's Company Details
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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Frequently Asked Questions about Kathleen Boyd
Kathleen Boyd currently works for XY Planning Network.
Kathleen Boyd's role at XY Planning Network is Financial Planning & Process Coach.
Kathleen Boyd's email address is ***@xyplanningnetwork.com. To view Kathleen Boyd's full email address, please signup to ConnectPlex.
Kathleen Boyd works in the Financial Services industry.
Kathleen Boyd's colleagues at XY Planning Network are Daniel Adams, Lindsey White, Mostafa Osman, Yan Zeng, Avril Phillips, Ondrej Slezak, Mike Chua and others.
Kathleen Boyd's phone number is N/A
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