Robin Snell (CFP®, EA)

Robin Snell focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Corporate Executives
- Entrepreneurs
- Financial Psychology/Coaching
- Business Owners
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Corporate Executives
- Entrepreneurs
- Financial Psychology/Coaching
Planning Specialties
H- Helping women feel confident managing their family’s money
- Creating simple, flexible money systems that support real life
- Working with LGBTQIA+ individuals and couples in an inclusive, affirming space
- Organizing financial chaos and tackling the mental load
- Making spending feel good (and guilt-free)
- Supporting big life decisions—career changes, moves, family planning
- Helping business owners feel in control of their finances
- Building habits and routines that align with what actually matters to you
- Reducing financial stress and increasing peace of mind
- Creating plans that help clients enjoy life now and feel secure about later
Additional Information
Let’s be real. You’re smart, successful, and still secretly stressed about money.
You’re the one everyone relies on. You manage the finances at home, hold things down at work, keep a mental checklist a mile long, and somehow remember when the insurance is due. But even with everything you’re handling, money still feels heavy. Disorganized. Maybe even a little embarrassing.
You’re not bad with money. You’re just tired of carrying the whole load alone.
I’m Robin Snell, CFP®, EA, founder of Nested Financial and creator of the Financial Happiness Method. I work with women who run the show—at home, in business, in life—and want to feel confident and calm with their money. Women who are used to figuring things out on their own but are finally ready for someone to help make it all make sense.
I also work with LGBTQIA+ individuals and couples who want inclusive, affirming financial support from someone who understands that this isn’t just about numbers. It’s about values, boundaries, and building a life that actually feels good.
Here’s what you’ll get when we work together:
- Less guilt when you spend
- More clarity around your cash flow, taxes, and next steps
- A system that fits your life instead of taking over it
- Straight answers, no judgment, and a lot of “Oh wow, why has no one ever explained it like this before?”
I’ve got the credentials—CERTIFIED FINANCIAL PLANNER™, Enrolled Agent, nearly a decade of experience—and I still believe your gut matters just as much as the spreadsheet. I meet you where you are, talk like a human, and help you build a financial life that feels aligned, not overwhelming.
If you’ve been carrying the mental load of money and you’re ready to put some of it down, I’ve got you.
NAPFA Start Date
September 07, 2023