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Welcome, XY Planning Network!

Take advantage of your exclusive discount on all AdvisorPath™ Annual Plans before October 31, 2023.

AdvisorPath™ Standard

$375 $335 / year
  • Year-round access to AdvisorPath™ content bank
  • All blog articles are already optimized for SEO
  • Professionally designed social media images for major holidays and to promote blog articles
  • Implementation instructions
Choose Plan & Pay

AdvisorPath™ Plus

$1,995 $1,795 / year
  • Everything included in AdvisorPath™ Standard +
  • 1 new blog post/month on a timely topic
  • Quarterly market review
  • 8-12 social media posts (including captions) per month relevant to current month's blog topic and National Days/Holidays
  • Bonus content to share via your website, newsletter, or social media pages
Choose Plan & Pay

AdvisorPath™ Premium

$3,495 $3,145 / year
  • Everything included in AdvisorPath™ Plus +
  • We implement for you
Choose Plan & Pay

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Lauren took the initiative to lay out an ongoing marketing and communications plan for me and has kept me on track towards my goals for over a year now. I no longer worry that I’m not doing enough marketing or that I’m not communicating enough with my clients. Her background in financial services is a huge plus as she understands the RIA industry very well. Adding Lauren to my team has been a very smart decision for me, and I’m looking forward to many years of this partnership.

Cathy Curtis, CFP® Founder, Curtis Financial Planning

I considered many of the biggest names in advisor marketing before deciding to work with Lauren. I didn’t like anything that the larger firms could bring to the table for me because it looked so similar to what everyone else was doing. Lauren brought a fresher perspective to the equation and has been able to help me create unique, on-brand content that truly resonates with my target audience. I value Lauren as a member of the team and look forward to our continued partnership.

Anh Tran, CFP® Managing Partner, SageMint Wealth

I started working with Lauren because I was looking for someone skilled in marketing, who has also walked in our shoes and understands what we do day in and day out. I’ve seen a significant uptick in backlinks and traffic to our website due to the quality content Lauren produces for us. Lauren is highly organized and always on target with her deliverables, which is my highest priority. She’s a great brainstorming buddy as well, someone I can call and say, hey, I’m thinking about pivoting this way. What do you think? It’s been very valuable to me as a business owner to be able to develop a marketing strategy with someone who understands what I’m trying to do. If you’re a financial advisor looking to provide excellent, original content that uniquely displays your voice, Lauren is the perfect person for the job!

Michael Mezheritskiy President, Milestone Asset Management Group

Lauren has been instrumental in getting my firm's marketing plan off the ground. She is highly skilled as a writer and is knowledgeable about all things social media. She is a top-tier professional and is both responsive and patient in ensuring that her content is aligned with my objectives and firm brand. I’m so grateful to have her on my team!

Lindsey Cooksen, CFP® Founder, Cooksen Wealth

I just signed up for my second year with Lauren and she has been a great addition to our team! Lauren has a unique understanding of how to balance our marketing material with financial advisory content. She does so much for us, including podcast production, scriptwriting, blog content, email marketing, social media, and SEO analysis. I truly feel that Lauren is our Marketing Department, allowing me to focus time on clients and business development. I love delegating to Lauren because I have 100% trust in her and her value.

Brett Fellows, CFP® Founder, Oak Capital Advisors

Lauren has become one of my most valued partners when it comes to thinking through high-level business and marketing strategies. She challenges me when it matters and helps me execute new plans when the time is right. Every independent financial advisor needs a competent collaborator like Lauren to help them anticipate problems and opportunities from a fresh perspective.

Tanya Nichols, CFP® Founder, Align Financial