Amy Irvine on Planning Your Financial Future

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If any of you have ever met Amy, you know she is passionate about three things.  Family, Finances, and WINE!  This comes through in all that she does and all that she is.  When asked to describe herself she first and foremost states, “I am a wife, a daughter, and hopefully a good friend, who happens to also be a financial planner.” 

Amy holds a Master’s Degree in financial planning and is a Certified Financial PlannerTM, Enrolled Agent, Certified College Financial Consultant, and a Financial Wellness Coach with over 25 years of financial planning and industry experience.  She is the Founder and owner of Rooted Planning Group, Amy is definitely “doing it her way” and has been recognized by her financial planning colleagues as being a “disrupter,” a title she holds close to her heart and is proud of.

On her website it states, “I love what I do, but I also very much enjoy warmth, good conversation, wine tastings, and volunteering.

In this episode Amy and I discuss…

  • The measures she is taking in the financial upheaval caused by the COVID-19 pandemic
  • The steps you can take to get your healthcare initiatives in order
  • Highlights of the CARES act and what you’ll want to pay attention to
  • How Amy is working with her clients to alleviate their fears and plan for the road ahead







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