Kick-Start Tech Setup

Imagine having your firm's software, workflows, processes, email, and filing systems set up and streamlined with XYPN's tech stack, all in just one month!

Available on its own for $3,595, or bundled in our Platinum and Power Kits with a $500 discount, you'll partner with an expert who understands your unique needs and can fast-track your practice's progress so you can focus on building your client base, serving them, and generating revenue faster.

Systems Included in the Tech Setup

• AdvicePay (included with membership)
• Calendly
• Client Service Model Template
• Email Management System: Microsoft or Google
• File Management System
• fpPathfinder (included with membership)
• Holistiplan (included with membership)
• PreciseFP (discounted with membership)
• RightCapital (included with membership) or eMoney (discounted with membership)
• Smartria (included with membership)
• Wealthbox (included with membership)
• XY Archive (included with membership)

Prerequisites & Requirements

1. You've decided on a firm name
2. You have a company logo
3. You're currently working with XYPN Compliance to register your firm
4. You have a plan for how you will service your clients

Your Tech Setup Roadmap

If this sounds like you, and you're ready to launch, this program unfolds in a few important steps. Your dedicated Operations and Process Coach, Lindsay Martinez, will guide you through each one. She'll manage, execute, and deliver the setup you need to hit the ground running.

Consultation Meeting #1: Get Organized (1 hour)

1. This meeting marks the exciting start of your 30-day engagement!
2. Details: We'll discuss your new firm's vision, confirm your tech stack, outline the support that will be provided for your setup, and gather the necessary assets to begin our work together.
3. Password Sharing: In order for your coach to get started, please ensure you use the private, secure sharing option available within your password generator (do not email passwords directly). XYPN uses LastPass, but we can work with other systems as well.

Consultation Meeting #2: Plan Delivery (1.5 hours)

1. Aim for this meeting to be approximately 30 days after sharing your passwords for all relevant systems.
2. Details: We'll review your setup, answer any remaining questions, and deliver your Kick-Start Plan.
3. Member To-Do: After this meeting, review the plan deliverables and training links so you're fully prepared to go out and conquer the world!

Staying on top of your Member To-Dos ensures you'll get the full value of this Tech Setup!

Contact

For Platinum and Power Kits:  You do not need to sign up or purchase this through the portal. Our team will reach out to you directly to get started, or you can reach out to Lindsay Martinez (lindsay.martinez@xyplanningnetwork.com) as soon as you've submitted your initial ADV.

For A La Carte Purchasers:  Sign up and purchase directly through the XYPN Portal.

For any other questions: membership@xyplanningnetwork.com

Last Updated: 8/17/26