Mastering Your Family Calendar with Adam Stock

About Adam Stock

For the past 20 years, Adam Stock has been helping clients navigate the many financial challenges in the present, so they can experience a more meaningful and joyful financial future.

He survived four winters in Minnesota and graduated from Carleton College, Cum Laude. Adam also performed additional coursework at the London School of Economics. Dedicated to honing the craft of financial planning, Adam has obtained his CFP and the exclusive Masters’ of Science Degree in Financial Planning.

He has grown a solo practice into a team of 12. His company, The Next Level Planning Group, helps solve an acute structural problem that exists in the financial services industry, going way beyond simple “better than” tactics to discover optimal strategies, regularly saving his clients large sums of money. Adam regularly lectures on topics such as “Social Security Optimization” and “Personal Financial Planning Blindspots”.

This past August, Adam celebrated his 19th anniversary with his wife, Melinda, a Jewish farmgirl he met in college. Their courtship developed as Adam tutored Melinda in calculus. They didn’t multiply, though, till much later… and now have 5 children, ages 12, 9, 6, and 9 months.

Outside of his business life, you can find Adam playing basketball, violin, and volunteering at Beth Emet, where he has served as the member of the Board of Trustees, currently serves on the Foundation Board, and plays violin at the Soup Kitchen.

Adam is the only member of the Front Row Dads’ Community (other than Jon Vroman) to have attended every single retreat.

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Disclaimer: The transcription you’re about to read was produced digitally. It’s 95% accurate, however at times, the system interprets words incorrectly, so if you’re shrugging your shoulders saying, “What the heck?” — just skip that word/sentence and read on 🙂 Thanks and happy reading!

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