Financial Planning Live Workshops, Programs, and Events

Are you looking for live support designing or refining your financial planning process or client service model? Find out more about the live events, workshops, and coaching offered by XYPN's Financial Planning and Process Coach, Kathleen Boyd, CFP®!

XYPN Financial Planning Process

Start with a process designed for advisors like you.

Meet Your Coach

Financial Planning and Process

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.