Free Happiness Strategy Chat

Tired of feeling behind with money—even though you’re smart, successful, and doing all the things?

You’re not bad with money. You’re just busy, burned out, and maybe a little overwhelmed. That’s where I come in—your financial translator, cheerleader, and get-it-done guide.
Free Financial Happiness Strategy Session

Howdy!

I’m Robin. I’m here to be your go-to person when money feels messy, to make numbers less scary and life more smile-worthy. I'm definitely not your daddy's old-school advisor.

CERTIFIED FINANCIAL PLANNER™, Enrolled Agent, mom to one hilarious kid, wife to the most encouraging human I know, and dog mom to Earvin Magic Johnson, our senior rescue with big feelings, and a bigger personality in a small package. I’m the kind of person who needs things clean and calm to relax. If the counters aren’t wiped and the Legos aren’t sorted (at least somewhat), I can’t focus. Have I made spreadsheets to compare cruise options? Absolutely. Did they have color coding? Also yes. You’ll usually find me snuggled on the couch in Palm Harbor, FL with my fellas and Earv, heading out on beachy adventures with our chosen family of friends, or eating oysters and laughing with my mom until we both snort. Life in our house comes with a lot of love, a little chaos, and a whole lot of happiness baked in. I believe money should feel like confidence—not confusion or guilt. I help women and families make decisions they feel good about, build lives they actually enjoy, and stop apologizing for wanting more peace. If that sounds like your kind of vibe, we’ll get along just fine.

Seen Me Around?

The Humans We Support

Families
Family dynamics are complex and, at times, challenging. The needs of growing families evolve. Having a flexible financial plan that can adapt and change with them is crucial.
Are you...?
  • Busy
  • Needing an extra hand (or 3)
  • Low on available mental energy
  • Planning for the future
  • Wanting more from today
  • Struggling to compromise with loved ones
Women
Financial confidence can be a catalyst for women to accomplish remarkable feats, as it allows them to take charge of their finances and make informed decisions.
Do you need...?
  • More time in the day
  • Someone to discuss decisions with
  • Organization and direction
  • Accountability
  • Unbiased feedback
  • Like-minded support
LGBTQIA
Experiencing unique challenges like systemic discrimination, income inequality, and lack of empathy deserves tailored support that promotes equitable opportunities.
Do you want...?
  • To live the life you were meant to
  • A safe place to explore goals & obstacles
  • Intentionality in your life
  • A sense of confidence & control
  • Less anxiety, stress, & worry
  • More happiness, time, & money

How does it all work?

Real advice. No fluff. Just smart, supportive planning that puts you first.
No “how much is this gonna cost?” anxiety. Just flat fees, clear value, and zero games.
Step-by-step support to help you make aligned, empowered decisions with your money.

The Financial Happiness Method™

The Financial Happiness Method™ is a step-by-step process that helps you feel confident, clear, and in control of your money so you can stop just surviving and start truly thriving.
We focus on alignment, intentionality, and mindset shifts that make space for what actually matters to you. It’s not about chasing some perfect number; it’s about creating a flexible, empowering plan that supports your version of happiness.
Because the goal isn’t just to be “good with money.” The goal is to feel good in your life.
The Mission
My mission is to help you feel confident and in control of your money—so you’re not just surviving, you’re actually thriving. With the clarity to make good decisions, the flexibility to enjoy them, and the breathing room to feel happy in the life you’re living.
The Goal
My goal is to make money feel manageable for the women running the show, the families juggling all the things, and the humans doing life a little differently. I’m here to help you make smart, confident choices, stay flexible when life shifts, and keep your focus on what actually makes you happy.
The People
The people I serve are women managing the money in their households, LGBTQ+ individuals and couples, and thoughtful families navigating big decisions. They’re emotionally intelligent, progressive, and community-focused. They value clarity, collaboration, and honest guidance they can trust—support that keeps them focused on what truly matters.

Making a difference for YOU in what we do!

Empathy-driven financial planning: where your unique needs are heard and understood. (I am not your typical finance bro.)
  • Balancing saving for tomorrow while enjoying today.
  • Building an emergency fund to plan for the unexpected.
  • Saving for retirement and college education for children simultaneously.
  • Preparing for significant expenses like buying a home or starting a business.
  • Investigating job changes and career transitions that impact financial security.
  • Strategizing to pay off debt efficiently.
  • Navigating gender pay gaps and career breaks.
  • Managing financial complexities, including caring for aging parents while raising children.
  • Intentional investing for present and future goals.
  • Preparing for potential health care costs or long-term care needs.
  • Family and Estate planning guidance for non-traditional relationships.
  • Reviewing insurance needs vs. current coverages

Client Love Notes

Colorado July , 2025
The CFA (sic) I have been working with for the past year through Nested Financial has been incredible and very helpful. Robin has been monumental in my confidence and understanding of my personal financial situation. I went through a lot of life changes and she is a huge reason I feel at ease with my next steps and big choices like assets, investments and budgeting. I would highly recommend her for anyone who needs someone in their corner while they make many big financial decisions in their life.
Hilary P.
FloridaJanuary, 2025
Robin at Nested Financial is exactly what we were looking for in a financial advisor. She’s down-to-earth, deeply knowledgeable, and truly listens to align plans with our values. Robin simplifies complex concepts and focuses on actionable strategies that feel tailored to our needs.
She’s approachable, professional, and refreshingly different from the usual financial stereotypes. We’re excited to continue working with her and highly recommend her services!
Kelsey P.
FloridaJanuary, 2024
I can't speak highly enough about my experiences with Nested Financial & Tax Planning, and specifically, Robin. She is an absolute gem when it comes to navigating the intricate world of taxes. Not only does she possess an impressive depth of knowledge, but she also has the rare ability to explain complex concepts in a way that's clear and understandable.
If you're looking for a financial and tax planner who goes above and beyond, Robin at Nested Financial & Tax Planning is the one to choose. Trust me; you won't be disappointed!
Krsyla F.
Testimonial Disclosure:Testimonials appearing on this site or in other materials were provided voluntarily and reflect the real-life experiences and opinions of the individuals quoted. Individuals may be current clients, former clients, or not clients of Nested Financial LLC. No one was compensated in exchange for their testimonial, and there are no known material conflicts of interest. Testimonials may not be representative of the experience of all clients and are not a guarantee of future performance or success. If a testimonial includes a factual error or incorrect designation (e.g., referring to Robin Snell as a CFA [sic] instead of a CFP®), it is noted and clarified for accuracy.

Certifications & Memberships

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