Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
Name
Amy (Beardsley) Irvine, CFP®, EA, CCFC, CDFA®, CFT-I™, CFP®, IMPAS®
Title
Owner/Principal, Irvine Wealth Planning Strategies, LLC dba Rooted Planning Group
Bio
Amy is the founder and owner of Rooted Planning Group, a 100% women owned, fee-only financial planning firm.
As a kid, she always liked numbers. She would spend hours creating math problems and solutions. Whenever she wanted to play math teacher, her brother was forced to be her student! Given her love of facts and figures, it’s really no surprise that she chose a career where she worked with numbers.
Amy has 32 years in the financial services profession, and her passion is to provide financial planning that looks at all aspects of your life and how your finances support you. She believes that you can use your dollars and cents to create and live a meaningful life unique to your own dreams and desires.
She started Rooted Planning group because she wanted to offer financial PLANNING services. She believes that our profession has a tendency to focus on “assets under management,” and she wanted to focus on the journey of your life (what she refers to in her podcast as your financial “vineyard''). She truly believes that life and finances have different palettes that should be celebrated and not judged.
She is the author of "Uncork Your Finances," Financial Toolkit Workbook, and podcast host of Money Roots, which were all created as a way to take the "scary" out of finance.
In addition to serving on several boards, she serves as a mentor to other women in the profession, sat on the National Board of the National Association of Personal Financial Planners (NAPFA) from 2020 – 2023, and now is a Trustee of the NAPFA Foundation, all in hopes of having professional influence on the number of women in the profession (or lack thereof).
She also co-founded the Southern Tier Women's Financial Conference in 2014, which is an annual event with a day of collaboration, networking, and financial education for women
In pursuit of her perfect life, she splits her time between Parrish, Florida and Jasper, New York. She loves what she does, but she also very much enjoys warmth, a great book, good conversation, wine tastings and volunteering.
As a kid, she always liked numbers. She would spend hours creating math problems and solutions. Whenever she wanted to play math teacher, her brother was forced to be her student! Given her love of facts and figures, it’s really no surprise that she chose a career where she worked with numbers.
Amy has 32 years in the financial services profession, and her passion is to provide financial planning that looks at all aspects of your life and how your finances support you. She believes that you can use your dollars and cents to create and live a meaningful life unique to your own dreams and desires.
She started Rooted Planning group because she wanted to offer financial PLANNING services. She believes that our profession has a tendency to focus on “assets under management,” and she wanted to focus on the journey of your life (what she refers to in her podcast as your financial “vineyard''). She truly believes that life and finances have different palettes that should be celebrated and not judged.
She is the author of "Uncork Your Finances," Financial Toolkit Workbook, and podcast host of Money Roots, which were all created as a way to take the "scary" out of finance.
In addition to serving on several boards, she serves as a mentor to other women in the profession, sat on the National Board of the National Association of Personal Financial Planners (NAPFA) from 2020 – 2023, and now is a Trustee of the NAPFA Foundation, all in hopes of having professional influence on the number of women in the profession (or lack thereof).
She also co-founded the Southern Tier Women's Financial Conference in 2014, which is an annual event with a day of collaboration, networking, and financial education for women
In pursuit of her perfect life, she splits her time between Parrish, Florida and Jasper, New York. She loves what she does, but she also very much enjoys warmth, a great book, good conversation, wine tastings and volunteering.
