Curious about turning a love for numbers into a fulfilling career in financial planning? Join us for a chat with Brittany Brinkerhoff of Hilltop Wealth Advisors. Brittany shares her journey from college intern to leading the Ascend program, aimed at helping young professionals and families secure their financial futures. Learn about the subscription-based service she created for high-income clients needing flexible, affordable financial planning.

Brittany also discusses the challenges of moving to an independent advisory firm and the strategies used to keep client trust. She highlights the support from the XY Planning Network, which helped attract younger clients through online searches and local referrals.

In the final part of our conversation, Brittany emphasizes the importance of visual roadmaps in financial planning to reduce stress. She shares stories of clients with high incomes and significant student loan debt, showing how financial advice can turn anxiety into peace of mind. Connect with Brittany on LinkedIn or visit Hilltop Wealth Advisors' website to learn more. This episode is packed with insights for anyone interested in financial planning or improving their financial health.


Social:

https://www.linkedin.com/in/brittanybrinckerhoff/