Courtney Barnes
CFP®, CSLP®
Gallant Financial Planning
Financial Planning Advisor
Courtney Barnes
CFP®, CSLP®
Gallant Financial Planning
Financial Planning Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Courtney Barnes, CFP®, CSLP®
Fee-Only financial planner located in Rockville, MD, serving clients locally and across the country
Courtney Barnes is a Rockville, MD fee-only financial planner. Gallant Financial Planning provides comprehensive and objective financial planning and investment management to help retirees and near-retirees organize grow and protect their assets through life’s transitions while also factoring in sustainable and impact investing as appropriate. As a fee-only, fiduciary, and independent financial advisor, Courtney Barnes is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As a CERTIFIED FINANCIAL PLANNER™ and financial advisor, Courtney Barnes takes the lead in introducing all our clients to our many software tools, as well as gathering information for financial plans, and providing financial planning advice to clients. In addition to being the third CFP® on our team, Courtney is also a Certified Student Loan Professional, assisting clients navigate the intricate rules of student loans.
Courtney has a B.S. in Financial Economics from the University of Maryland, Baltimore County, and is an active member of the XY Planning Network and the National Association of Personal Financial Advisors. She lives with her partner and two adorable dogs in Miami.
Courtney Barnes is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
At Gallant Financial Planning, we specialize in a variety of services, including:
- Comprehensive Financial Planning
- Financial Coaching/Education
- Retirement Planning and Distribution Planning
- College Funding/Planning
- Investment Advisory Services & Asset Allocation Recommendations
- Tax & Estate Planning Education and Review
- Financial Life Planning
Every client comes with a unique history and individual goals. At Gallant Financial Planning, we help you establish your life plan. Then, we work together to get you there. Services are available at a range of levels, according to your needs. Projects can range from a single consultation to a multi-month plan to a lifelong financial roadmap. And many clients chose to continue working with us on an ongoing annual basis.
Gallant Financial Planning works with you in partnership to develop holistic financial life plans based on your unique pursuits and constraints. Money is your tool – the fulfillment of your dreams is the goal.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Courtney Barnes is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Courtney Barnes is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Courtney Barnes is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Courtney Barnes is a Certified Student Loan Professional (CSLP®)Financial Advisors having earned the Certified Student Loan Professional designation (CSLP®) understand the complexities of the student loan repayment options and have the advanced knowledge required provide to high quality student loan repayment planning advice within the scope of a holistic financial plan.
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Gallant Financial Planning is a Certified B Corporation. "Make Business a Force For Good." B Lab is the nonprofit network transforming the global economy to benefit all people, communities, and the planet.
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Gallant Financial Planning is a Member of the US SIF: The Forum for Sustainable and Responsible Investment
Contact Courtney Barnes
Office Locations:
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13001 Cleveland Drive
Rockville, MD 20850
