Endorsed Professional Financial Planners

These planners share some common denominators which we believe make them qualified to help clients on their interior journeys.

They include but are not limited to the following:


  • They are are all CFP's and members of the Financial Planner's Association. They are Registered Investment Advisors who work in your best interest. They have been in practice for five or more years. They have read Conscious Finance. They have addressed their own money issues and continue to do so. They employ the tools of interior awareness for themselves. They support the integration of therapy and financial planning. They will give you client references to call. They are fee-based or fee-only. They will give you an initial free consultation to explain their practices. Some will accept clients anywhere in the United States and Canada.
You can view any endorsed financial planner's disclosure document (their ADV, Part II), as filed with the SEC, by clicking here.

Find a Financial Planner
Rick Kahler, MS, CFP
Rapid City, SD
(605) 343-1400
rick@rickkahler.com

Gayle Knight-Colman, CFP
Carlisle, MA
978-371-2015
gayle@colmanknight.com

Melissa Hammel, CFP
Brentwood, TN
(615) 371-5222
melissa@hammelfinancial.com

Kathleen S. Parks, CFP, CRPS
Knoxville, Tennessee
865-588-0698
kparks@grnbr.com

Cicily Carson Maton, CFP
Chicago, Illinois
312-664-4090
cicily@aequuswealth.com http://www.Aequuswealth.com

Paul Murk, CFP
Walnut Creek, CA
(925) 941-1380
pmurk@pacbell.net

Holly Hunter, CFP
Portsmouth, NH
(603) 431-1300
holly@hunteradvisorLLC.com

Holly Gillian-Kindel, CFP
San Francisco, CA
(415) 788-1952
holly@mosaicfp.com

Bob Bolen, CFP, CFA
Franklin, TN
615-242-3808
Bob@bolendodson.com

Marcee Yager, CFP
Los Gatos, CA
(408) 395-2207
marceey@fvwest.com

Elizabeth Jetton, CFP
Atlanta, GA
800-893-4725
Elizjet@yahoo.com

Troy Jones, CFP
Oklahoma City, OK
(888) 942-3933
troy@afradvice.com

Michael Smith, CFP
Atlanta, GA
(800) 246-1534
msmith@financialvisionadv.com

Jonathan T. Guyton, CFP
Edina, SD
(952) 920-3900
jon@cornerstonewealthadvisors.com

Harv Ames, CFP
Petersborough, NH
603-924-9939, 800-258-9939
harv@amesplanning.com

Elissa Buie, CFP
Falls Church, VA
703-538-2116
ebfp@aol.com

Michael Haubrich, CFP
Racine, WI
(262)_554-4500
mikdeh@toyourwealth.com

Bobbie D. Munroe, CFP
Atlanta, GA
404-351-6976
bdmunroe@fraserfin.com