Andy Baxley, Ms, Cfp® Email and Phone Number
Andy Baxley, Ms, Cfp® work email
- Valid
Andy Baxley, Ms, Cfp® personal email
Hi there, I’m Andy!I founded Two Trails Financial Planning to help thoughtful (and busy!) mid-career professionals approach their wealth and their lives with a spirit of creativity and possibility.If I've done my job well, our work together won't just give you the peace of mind of knowing that you're on the right track (though that's a great start!). It will help you think bigger and question the status quo.To be honest, I'm not interested in what you "should" be doing or what everyone else is doing. I am, however, totally fascinated by what YOU want from your life and your money. Whatever that is, I'm committed to helping you make it a reality. And if you aren't sure what you want, I'm trained to help with that as well.Because in the end, true wealth is about so much more than numbers, isn't it? It's about building a life you can be proud of alongside the people you love most.What shapes my perspective:• CFP® Professional• Masters in Financial Planning with focus on advanced planning and financial therapy• Former teacher turned financial advisor (9+ years experience)• Father of two who understands the real-life challenges of balancing career, family, and financesTwo Ways to Work Together:1. Summit Wealth 🏔️• Comprehensive financial life planning, tax planning, and investment management• For those ready for ongoing partnership• Starts at $5,000/yr.2. Base Camp 🏕️• 3-month financial life planning deep dive• Perfect for DIYers and those in the early stages of building wealth• Starts at $3,500Not sure if you're a good fit? No problem, let's connect and we'll decide together. My goal isn't to "sell" you, it's to make sure you get the help you need, whether it be from me or a trusted referral.
Two Trails Financial Planning
View- Website:
- twotrailsfp.com
- Employees:
- 1
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Founder And Financial PlannerTwo Trails Financial PlanningChicago, Il, Us -
Founder/Financial PlannerTwo Trails Financial Planning Oct 2024 - PresentChicago, Illinois, United States -
Sr. Financial PlannerThe Planning Center, Inc. Nov 2020 - Oct 2024Chicago, Illinois, United States -
Wealth Management AdvisorTiaa May 2019 - Nov 2020Chicago, Illinois -
Sr. Financial ConsultantTiaa Oct 2017 - May 2019Denver, Colorado -
Retirement Solutions RepresentativeFidelity Investments Jan 2017 - Oct 2017Greater Denver Area -
Investment Solutions RepresentativeFidelity Investments Mar 2016 - Jan 2017Greater Denver Area -
Mutual Fund TraderFidelity Investments Oct 2015 - Mar 2016Greater Denver Area
Andy Baxley, Ms, Cfp® Education Details
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Psychology -
Advanced Financial Planning And Financial Therapy
Frequently Asked Questions about Andy Baxley, Ms, Cfp®
What company does Andy Baxley, Ms, Cfp® work for?
Andy Baxley, Ms, Cfp® works for Two Trails Financial Planning
What is Andy Baxley, Ms, Cfp®'s role at the current company?
Andy Baxley, Ms, Cfp®'s current role is Founder and Financial Planner.
What is Andy Baxley, Ms, Cfp®'s email address?
Andy Baxley, Ms, Cfp®'s email address is an****@****sfp.com
What schools did Andy Baxley, Ms, Cfp® attend?
Andy Baxley, Ms, Cfp® attended Colorado State University, Kansas State University.
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