We’re only halfway through the XY Planning Network (XYPN) conference, and I have already learned six key lessons. We are part of a broader movement: bringing real financial planning to people, regardless of age or asset level. The professional organization began in 2014 with 30 founding members and is #168 on Inc. 5000’s list of fastest growing private companies in 2018, with roughly 750 current members.
This is the first guest post on the WorthyNest blog, and I couldn't be happier to have Nicole Rule of Greatest Worth share it! In this article, she discusses the importance of defining your 10-year vision and family values.