Join the Waiting List
At Rooted Planning Group, our planners—Amy Irvine, Kate Welker, and Becky Eason—are currently at full capacity. We invite you to join our waiting list by completing the form below so we can reach out as soon as availability opens. If you need assistance right away, we encourage you to let us know, and we’ll be happy to recommend one of our trusted colleagues who can support your financial planning needs in the meantime.