Peace of Mind Financial Planning, Inc

Danielle Parris Exline is a CFP® professional with five years of industry experience, currently serving at Peace of Mind Financial Planning, Inc. in Colorado Springs, CO. Her prior experience includes roles at Wanderlust Financial Coaching and Harris Corporation. She has also been involved with Exline Consulting LLC, a human resources information systems support business, and Wanderlust Financial Coaching, both currently inactive. Peace of Mind Financial Planning, Inc. provides customized financial planning and portfolio advice to individuals, families, and non-profit organizations, focusing on mid- to high-net-worth clients and those facing significant life events. The firm manages client accounts on a non-discretionary basis with a long-term, diversified investment approach and offers services such as tax preparation and divorce-focused financial consulting.

Peace of Mind Financial Planning takes a team approach. We believe that every client deserves a team of professionals working for them as they work to achieve their goals. Providing financial planning is much more than a career for Linda – it’s a lifelong mission. She believes that all individuals and families can feel in control of their finances and have money to help provide them the life they want. To have a more in-depth understanding of how people work through their financial concerns and to provide better support to her clients, Linda obtained a PhD in Personal Financial Planning. Because she believes that consumers all best served by a strong financial planning profession with rigorous standards, she has given her personal time and efforts to organizations that further the profession, having been appointed to the 2016-2017 Certified Financial Planning Board Commission on Standards and having served as Chair of the National Association of Personal Financial Advisors. Linda has three children and her hobbies include reading, hiking, and movies. (She also enjoys knitting, but we all agreed that’s too boring to put on the web site.)