Chartered Financial Consultant (ChFC®) Chartered Life Underwriter (CLU®)
Financial literacy is not a term I ever heard growing up. While my mom did her best to provide for our family, she lived paycheck to paycheck. Money and anxiety around money were always top of mind and I knew it was not normal. Seeing her struggle inspired me to aim higher. I never wanted to be in a position where I would have to tell my children no because I could not afford it.
I graduated from Illinois State University in 2004 with a degree in Accounting/Business Information Systems and immediately began working in the insurance industry for one of the largest insurers in the country. My experiences there led me down the path of completing both the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from The American College.
The entrepreneurial spirit in me grew as I learned more about personal finance and in 2015, I began
3 Ways to Start With Us
Own My Wealth
Are you ready to get a handle on your personal finances? Do you need some guidance and prefer a Do-It-Yourself track? Own My Wealth is a guided program to help you build wealth through a guided Do-It-Yourself approach.
Elevate My Wealth
Are you a professional woman who "does it all" for your community of family and friends? Are you financially stable with outstanding “what-if” concerns? Elevate My Wealth is a wealth enhancing program to take you and your family to the next level of wealth through a customized financial plan.
Optimize My Wealth
Are you a professional woman who owns and operates multiple businesses either by yourself or with a family member? Are you financially free and looking to enhance the opportunities to both provide for your family and others through your successful businesses? Optimize My Wealth helps clients create legacy wealth dreams through the use of sophisticated personal and business financial strategies. Financial plans are customized for both you and your businesses.
The first call with Lyndsey will be as high-level as you feel comfortable. Be prepared to talk about your personal financial picture and goals to some degree. We will assess goals and strategies that will put you on course and give you an opportunity to learn what service we provide to help you on your way.
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Let’s Talk Wealth
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Women Inspiring Wealth is a community centered on educating and empowering women through personal finance - specifically, women who "make it happen" for their family, friends, and community.
If you're a woman who "Makes It Happen" for her family, friends, and community - this is group is for you.
Inside this group, you will find a community of women just like you who are eager to learn more about personal finance, define wealth on their terms, learn how to build wealth strategically, access financial resource guides, and talk about personal finance in a safe space with like-minded women.
Women Inspire Wealth was founded to empower women through personal finance - join us, we saved you a seat!