In This Section

This section includes downloadable resources, including checklists, guides, and templates you can use to refine your service offerings and financial planning process.

Course curriculum

  • 1

    Get Organized Meeting Templates

    • Client Engagement Plan Preview

    • Client Engagement Plan

  • 2

    Cash Flow Templates

    • Cash Flow Analysis

  • 3

    Debt Planning Templates

    • New House Purchase Cost Analysis

  • 4

    Investment Planning Templates

    • Investment Property Sale Proceeds Analysis

  • 5

    Employee Benefits Planning Templates

    • Health Insurance Benefits Review

  • 6

    Financial Planning Resources

    • Download | Discovery Questions

    • Review | Top 20 Book Recommendations

    • Review | Top 10 Podcast Recommendations

    • Template | Wealthbox Contact Page

  • 7

    XYPN Meeting Prep Checklist

    • How to Use XYPN's Meeting Prep Checklist

    • Download XYPN's Meeting Prep Checklist

Meet Your Coach

Kathleen Boyd

Kathleen Boyd, CFP® joined XYPN’s Advisor Education Team after a decade-long stint working in financial services in a variety of roles. Kathleen is an Investment News ‘40 Under 40’ recipient, and FA Magazine named her a ‘Top 10 Advisor to Watch.’ As a CERTIFIED FINANCIAL PLANNING™ professional, Kathleen shares her comprehensive financial planning knowledge and experience with XYPN members as they start, run and scale their businesses. In addition to earning the CFP® designation, Kathleen pursued doctoral studies in Financial Planning & Therapy at Kansas State University, and earned undergraduate and graduate degrees in Finance and Economics at the University of Utah. Outside of XYPN, Kathleen has written financial planning pieces for Michael Kitces’ Nerds Eye View blog, and currently works as an adjunct professor teaching CFP® coursework at Oklahoma State University.