Your Planning Partner Revenue

Financial Services • Palm Beach Gardens, Florida, United States • 1-10 Employees

Your Planning Partner revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Your Planning Partner

Carlene Werkle

Director of Client Relations

Company overview

Headquarters	Palm Beach Gardens, Florida, United States
Phone number	+15613010008
Website	yppllc.com
NAICS	52
Keywords	Budgeting, Financial Planning, Estate Planning, Cash Flow Analysis, Tax Expertise, Retirement Saving
Founded	2016
Employees	1-10
Socials

Your Planning Partner Email Formats

Your Planning Partner uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@yppllc.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@yppllc.com	66.7%
{last name}	doe@yppllc.com	33.3%

About Your Planning Partner

From budgeting and investment management, to estate and tax planning for individuals and families, Your Planning Partners, LLC’s team creates original, comprehensive planning solutions for all aspects of life. We work closely with our clients at all stages, creating a financial plan based on personal objectives, values and financial goals in order to protect, preserve, and grow their wealth.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Your Planning Partner has never raised funding before.

Your Planning Partner Tech Stack

Discover the technologies and tools that power Your Planning Partner's digital infrastructure, from frameworks to analytics platforms.

Jetpack

WordPress plugins

Swiper

JavaScript libraries

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

WordPress

Blogs

Gutenberg

Editors

Frequently asked questions

Your Planning Partner is located in Palm Beach Gardens, Florida, US.

You can reach Your Planning Partner at +15613010008.

Your Planning Partner generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Your Planning Partner has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Your Planning Partner was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

Your Planning Partner has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Your Planning Partner

Carlene Werkle

Director of Client Relations

4.8

40,000 users