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Amy Irvine, CFP®, EA, MPAS®, CCFC, CDFA®, CFT-I™

Build financial confidence through a custom plan.

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Rooted Planning Group Amy Irvine, CFP®, EA, MPAS®, CCFC, CDFA®, CFT-I™
Corning, NY

Serving Clients Nationwide

Build financial confidence through a custom plan.

(607) 438-2761

Website

Areas of Focus

  • Buying a House
  • Capital Gains
  • Career
  • Caregiving for Parents
  • Cash Flow
  • Compensation Planning
  • Crisis Management
  • Divorce Financial Planning
  • Education Distribution Planning
  • Education Funding
  • Education Funding Vehicles
  • Education Needs and Funding Analysis
  • Education Tax Deduction and Credit Planning
  • Education Tax Planning
  • Emergency Savings
  • Employee Benefits
  • Employee Stock Options
  • Equity Compensation Options
  • Estate Planning
  • Family and Money
  • Federal Student Loan Option Analysis
  • Financial Aid Award Letter Reviews and Appeals
  • Financial Aid Form Filing Assistance
  • Financial Aid Planning
  • Financial Life Planning
  • Getting out of Debt
  • Health Care Planning
  • High Net Worth
  • Inherited Wealth
  • Insurance
  • Investing
  • Investment Management
  • Job Loss
  • Loss of Spouse or Partner
  • Money Psychology
  • Owning a Business
  • Public Service Loan Forgiveness (PSLF) Advising
  • Retirement Planning
  • Saving
  • Saving for College
  • Setting Up Retirement Accounts
  • Side Hustles
  • Social Security
  • Student Loan Advising
  • Student Loan Consolidation Assistance
  • Student Loan Rehabilitation Assistance
  • Student Loan Repayment Plan Advising
  • Taxes
  • Travel
  • Women & Wealth

About Me

Hi, I'm Amy Irvine. As a kid, I always liked numbers. I would spend hours creating math problems and solutions. Whenever I wanted to play math teacher, my brother was forced to be my student! Given my love of facts, figures and helping people, it’s really no surprise that I have grown a career that combines all those components.

Money isn't just about numbers; it often carries a lot of emotion. I believe that you can use your dollars and cents to create and live a meaningful life unique to your own dreams and desires, but that is sometimes buried and requires some digging and fertilizing. In other words, if your roots are strong, your branches can sway with the storms.

I started Rooted Planning Group because I wanted to offer financial PLANNING services. Our profession has a tendency to focus on “assets under management,” and I wanted to focus on lives under care instead.

That is where the name Rooted Planning Group stems from. It is about planting the seeds, then nurturing the growth to make sure the roots are deep, the trunk is strong, and the branches are supported; all of which are part of your journey.

My journey as a business owner was not a direct path, it’s more of a long and winding road. Over the course of the past 30 years, I’ve worked in various financial services positions. But I’m most proud of the ensemble of women that I’ve brought together at Rooted Planning Group.

I am the author of "Uncork Your Finances" and podcast host of Money Roots (previously known as Wine and Dime), which were both created as a way to blend two of my passions together and take the "scary" out of finance.

I 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.

EDUCATION: I hold a Master’s Degree in Financial Planning, and the following designations: Certified Financial Planner®, Enrolled Agent, Certified College Financial Consultant, Master Planner Advance Studies®, Certified Divorce Financial Analyst® and Certified Financial Therapist - Level 1.

COMMUNITY: In addition to serving on several boards, I am honored to serve as a mentor to other women in the profession. I previously served on the National Board of the National Association of Personal Financial Planners (NAPFA) and currently serve as a Trustee on the NAPFA Foundation, in hopes of having professional influence on the number of women in the profession (or lack thereof). I also volunteer for two pro-bono financial planning organizations: Savvy Ladies | Advisers Give Back.

➡️ Am I the right planner for you?

Have you worked hard for what you've accumulated thus far? Have you given it the old college try and you just need to use a little more than muscle to get you to the next level? Are you a hard-working household that feels like you're doing all the right things, but watching those around you have more fun? Do you feel like you're caught up in the grind of life and wondering how your hard-earned income is going to help you achieve your "perfect life?" Do you want someone who will look beyond your numbers and understand you as a person and what you would like your life to look like? Do you want a financial planner that looks at the total financial picture and shows you how your investments are a tool to help you achieve your goals, but they are not THE plan? Are you seeking education and ready to make changes and implement the advice given to you by your financial coach?

✅ If you answered yes to most of these questions, then I "get" you and I tend to work well with you. A few examples of the types of jobs you might hold include attorneys, teachers, nurses, small business owners, and employees who work for Corning Inc.

Professional Designations

  • Certified College Financial Consultant (CCFC)
  • Certified Divorce Financial Analyst (CDFA)
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Financial Therapist (CFT-I)
  • Enrolled Agent (EA)

CCFC Areas of Specialization

  • Education Funding

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • The AGC
  • XY Planning Network

Primary Location

10 East Market Street, Corning, NY 14830

Additional Locations

📍 New York, Florida & Oklahoma

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We're excited to connect with you! Here’s what we’ll cover in our call: Identify your deep financial desires (wants), and needs • Identify your financial challenges and concerns holding you back from success • Uncover how our services can bridge the gap between overwhelm and stress, to clarity, strategy and achievement • Determine if it’s a good fit for us to work together and discuss next steps if so.

Offers Investment Management

Yes

About our Firm

We want to ensure you get to that ideal life in the most graceful way possible. Whether it is saving for that big purchase, sending the kids off to college, and/or retiring, we understand that competing goals exist and need to be planned for!

Rooted Planning Group is a 100% women-owned, fee-only financial planning group. We are considered a Fiduciary and we are obligated to act in your best interest.

🌱 ROOT. NOURISH. GROW.

Build financial confidence through a custom plan.

PROJECT: If you have a few questions around your finances and are not looking for a long-term relationship with a financial planner, this service may be the answer for you.

COMPREHENSIVE FINANCIAL PLANNING: Ready for a comprehensive deep-dive into your financial life? This service offers a long-term relationship with ongoing recurring services covering financial, investment and tax planning.

✅ WE ARE MOTIVATED BY YOUR SUCCESS

What financial advice should be about… YOU. You come first. We want you to feel good about your money. We’re on a mission to make you so financially strong your confidence will make others wonder what you’re up to.

Rooted Planning Group is a fee-only financial planning firm with multiple locations across the country. We act in the best interest of our clients - always. Our team provides objective, unbiased financial planning with a promise and obligation to never solicit you financial products such as insurance or annuities. Flexibility is important to our clients, and all of our planners are available to meet virtually if you do not have a team-member in your specific location. Start growing your financial future with us today.

Education

Alfred State College - SUNY College of Technology, BS, Financial Planning + College for Financial Planning - MS in Personal Financial Planning

Volunteer Experience

Treasurer for THE Arts Council of the Southern Tier Controller for Corning-Painted Post Historical Society Board Member for Faith-in-Action Trustee for NAPFA Foundation Advisers Give Back Savvy Ladies

Badges

Hobbies and Interests

  • Animal Rescue
  • Animals
  • Beach
  • Family
  • Running
  • Volunteering
  • Walking
  • Wine
  • Writing

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Blended Family
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Gen Y / Millennials
  • Parents
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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