OUR MISSION
Our team works virtually all over the U.S. helping clients nationwide. This team of dedicated financial planners is focused on providing clients with holistic financial advice tailored specifically to the client’s individual goals and life’s dreams. Our mission is to celebrate, strategize, and consult with clients every step of the way on their wealth journey.
We want you to feel good about your money and we’re on a mission to make you so financially strong that your confidence will make others wonder what you’re up to.
We will not judge you; we create a safe space for you to discuss all your finances. Our goal is to provide you both financial planning and financial education.
No minimum assets required, because it’s not about the assets you currently have, it is about the life you want to build and the plan that will help you achieve those dreams!
Read about our dei Initiatives
Amy Irvine, CFP®, EA, MPAS®,CCFC, CDFA®, founded Rooted Planning Group in 2015. “I like to say it’s when I launched my independence,” she says. One of the reasons Irvine wanted to start her own firm was to work with other women like her. “I had a lot of friends who were asking me for financial planning advice,” she says, “and they couldn’t find anyone who would work with them because they didn’t have enough assets.”