Skip to content
XY Financial Planning
  • TeamExpand
    • Ben Gibson, CFP®, MBA, EA
    • Kathryn Wiegrefe, CFP®
  • Services
  • ContentExpand
    • Flowcharts
Schedule Discovery
XY Financial Planning

Debt

Creating a Financial Plan | Debt | Property

Should I Pay Off My Mortgage?

ByBen Gibson, MBA February 4, 2024January 30, 2025

Should I Pay Off My Mortgage? This flowchart will walk you through discovering your eligibility.

Read More Should I Pay Off My Mortgage?Continue

Creating a Financial Plan | Debt

Should I Pay Off My Debts?

ByBen Gibson, MBA February 3, 2024January 30, 2025

Should I Pay Off My Debts? This flowchart will walk you through discovering your eligibility.

Read More Should I Pay Off My Debts?Continue

Debt | Property

Should I Consider Refinancing My Mortgage?

ByBen Gibson, MBA January 28, 2024January 30, 2025

Should I Consider Refinancing My Mortgage? This flowchart will walk you through discovering your eligibility.

Read More Should I Consider Refinancing My Mortgage?Continue

Creating a Financial Plan | Debt

Am I Eligible For An IDR Plan For My Federal Student Loans?

ByBen Gibson, MBA January 11, 2024January 30, 2025

Am I Eligible For An IDR Plan For My Federal Student Loans? This flowchart will walk you through discovering your eligibility.

Read More Am I Eligible For An IDR Plan For My Federal Student Loans?Continue

(608) 534-4444

Team@LaxFP.com

1131 Main Street

Onalaska, WI 54650

XY Financial Planning is a DBA of La Crosse Financial Planning Inc. (“LaxFP”), a state registered investment adviser. LaxFP may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. LaxFP’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of LaxFP’s web site on the Internet should not be construed by any consumer and/or prospective client as LaxFP’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by LaxFP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of LaxFP.  A copy of LaxFP’s current written disclosure statement discussing LaxFP’s business operations, services, and fees is available here.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

With whom would you like to schedule?

About Ben
Discovery Meeting
Strategy Session
Planning Meeting
Review Meeting
About Kathryn
Discovery Meeting
Strategy Session
Planning Meeting
Introductory
Phone Call
 

Loading Comments...
 

    • Team
      • Ben Gibson, CFP®, MBA, EA
      • Kathryn Wiegrefe, CFP®
    • Services
    • Content
      • Flowcharts
    Search