Alexis Houlihan

Alexis “Lexi” Houlihan, CFP®, CSLP®

Financial Planning Advisor

As a Financial Advisor, Lexi works with Planned Ahead clients to help them achieve their goals. Prior to transitioning to Planned Ahead, Lexi supported clients at Godsey & Gibb for 7 years as an Investment Portfolio Manager and then as a Financial Planning Advisor. This background has provided her with additional insight into investment management as well as the chance to see first-hand what early investment strategies had the greatest impact for those in retirement. Prior to joining Godsey & Gibb, Lexi worked as a Financial Analyst for a different investment advisory firm.

Education & Certifications:

B.S. in Finance from Virginia Tech
CERTIFIED FINANCIAL PLANNER™ certificant
Certified Student Loan Professional (CSLP®)

What do you like most about working in Financial Planning?

I enjoy building meaningful connections with clients and watching them achieve their financial goals. It’s rewarding to be a part of their journey and to help provide the guidance they need to succeed. It also has made me realize that at the end of the day, we’re all striving for similar things – security, happiness, and peace of mind for the future.

What do you enjoy doing outside of work?

Outside of the office, I spend most of my time with my son, James, and husband, Zach. We work on crafts, tend to flowers in our garden, and attend Zach’s live music shows. I also enjoy trying new restaurants with friends, hot yoga, going on beach trips, and pestering our dog, Louie (who is the best hound dog).

What are your top tips for financial success?

Invest early and consistently. The power of compounding can significantly boost your financial future, making it easier to achieve long-term goals. Set up automated savings to ensure you consistently contribute towards your financial goals without having to think about it. Additionally, pay attention to your spending – don’t ignore or neglect it. You don’t necessarily have to budget strictly, but at least be mindful of where your dollars are going.