Courtney Barnes (CFP®)

Courtney Barnes focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

College/Education Planning

Federal Employees

Financial Psychology/Coaching

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Planning Specialties

With three CFP® Professionals on our team in three different stages of life, Gallant Financial Planning can help clients across a spectrum of financial and life needs. I specialize in working with folks who are just starting to figure it out. Young professionals who are looking to get their financial house in order.

Perhaps you’re trying to build a savings strategy while also paying off student loans, and want to know how to do both in an optimal way. Or you’ve transitioned to a new, higher paying job and want to know how to choose the right benefits and how to deploy your extra cash flow. Maybe you’re newly married and want guidance on combining households and want someone to help talk through your joint goals for the future.

We can walk with you through all of this, as well as topics that might not be at the top of your mind but that we know are crucial to the safety and success of your plan (such as estate planning and insurance reviews).

My favorite people to work with are those that say “I know I need to start somewhere. Help me build a strong foundation for my future.” If that’s you, I would love to partner with you and help launch you into the future you want.

Additional Information

Hey, I’m Courtney and my purpose in life is to help others. I’ve always been a helper and a big feeler, with deep empathy for everyone around me. Seeing the impact that money has on people’s lives- both good and bad- led me into the complex world of behavioral finance and eventually into financial planning. I absolutely love what I do.

Outside of work, I have two sweet pups and a partner, Charlie, who is an opera singer. Together we get to travel around the country and experience everything it has to offer.

In my free time I love to read, be in nature, and learn all I can about whatever new place Charlie and I find ourselves.