A plan built
around you.
We help Harrisonburg-area business owners and retirees build financial plans that actually hold up — for the life you’re living, and the one you’re working toward.
Todd & Kyle Glenn — serving the Shenandoah Valley
Kyle & Todd Glenn
Glenn Financial · Harrisonburg, VA
Who We Serve
Two kinds of clients.
One focused team.
Business Owners
You're building something. We help you protect it, plan your exit, and make sure your personal finances are ready for whatever comes next.
Exit on MainRetirees
You've done the hard work. Now let's make sure your money lasts, your income is steady, and your legacy is taken care of.
What We DoWhat Clients Say
Trusted by families and
business owners.
“In a world that feels confusing and chaotic, meeting with the team was very refreshing. We have gained clarity and confidence.”
STACHY
“Kyle Glenn is incredibly kind to work with! He explains complex financial topics in simple terms.”
NICK
“I appreciate their responsive, timely attentiveness to all of my questions. Whether you are looking for personal or business investment advice, Glenn Financial can help!”
D.
What You Can Expect
Our “Think On It” Process
01
Establish
A 20-minute conversation to see if we're the right fit. If we're not, we'll point you to someone who is.
02
Explore
A 60-minute deep dive into your finances. We learn everything we can so we can find the best path forward.
03
Equip
We walk you through your personalized plan, answer the four key questions, and give you a day to Think On It — no pressure.
“We want to know exactly how we can help you before you pay a fee.”
Why Glenn Financial
Clarity before commitment.
Our complimentary process answers four questions most advisors never address upfront. You’ll leave every meeting knowing exactly where you stand — with no obligation to work with us.
How We Think
Our Core Principles
You must have a plan.
You can't reach your goals without knowing where you're going. We start by defining what success looks like for you — then we build the map.
We control what we can.
We can't predict the market. We can control how much you save, how you invest, and how you protect yourself. That's where we focus.
We follow our own advice.
We use these same principles for our own finances. We believe in them — not just as a service, but as a way of life.
Your Path as a Client
Glenn Financial — Client Journey
Step 1
3-Meeting Process
Establish · Explore · Equip
90 days· Step 2
Measurable Action Plan
Priority rocks identified
Outcome of this Meeting
You become a client
- · Set Meeting Frequency
- · Set Planning Fee
You decide to self-implement
We’ll check in 6 months later
Step 3 · Day 90 Milestone
First Client Meeting
Set new rocks + next agendas
During 90 days
- · Biweekly newsletter
- · Onboarding support
- · 45-day check-in
- · Rock completion support
Learn & Explore
Resources & Education
Articles, videos, tools — built to help you make smarter financial decisions.
Articles & Insights
Timely perspectives on financial planning, markets, and retirement.
YouTube Channel
Financial education videos and market commentary.
Planning Resources
Tools, guides, and checklists to support your financial journey.
Work With Us
Ready to get started? Schedule your free introductory meeting.
Ready to start the conversation?
Schedule a free introductory meeting. We’ll listen first — and show you exactly how we can help before you commit to anything.