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You want to be comfortable talking about money.
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You seek clarity on how your money is helping you reach your goals.
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You want to define wealth on your own terms.
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You lay awake at night wondering about the "what-if's."
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You want to be more deliberate with your financial goals.
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You have uncertainty about your financial longevity.
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You want to feel financially confident and empowered.
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You yearn to do more for your family, community, and causes.
Why Work With Lyndsey
Whether you need help taking control of your personal finances, would like assistance working through a change in your personal finances, or want to put a long-term financial planning strategy in place - we have a package to fit your needs.
Work With Lyndsey
Consulting Programs
Imagine a life of financial freedom where your finances are aligned with the vision for your future, the goals you want to achieve, the resources to make it all happen, and a guide to keep you on track.
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I know you can do it. I know my team and I can help.
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.
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Key Deliverables
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Financial Strategy Session
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Interactive Client Portal
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Monthly Wealth Building Plan
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Cash Flow Analysis
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Net Worth Statement
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Measurable Action Plan
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Financial Summary
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Financial Plan
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Implementation Plan
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On-Going Support
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Financial Confidence
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$2,500 for Individuals; $4,000 for Couples
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.
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Key Deliverables - Personal
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Financial Strategy Session
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Interactive Client Portal
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Monthly Wealth Building Plan
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Cash Flow Analysis
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Net Worth Statement
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Savings and Investment Summary/Analysis
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Risk Management and Insurance Summary/Analysis
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Tax Planning Summary/Analysis
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Estate Planning Summary/Analysis
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Retirement Planning Summary/Analysis
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Measurable Action Plan
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Customized Financial Plan
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Implementation Plan
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On-Going Support
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Financial Confidence
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$6,000 for Individuals; $7,500 for Couples
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*Includes coordination with attorneys, CPAs, tax preparers, etc.
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.
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Key Deliverables - Both Personal and Multiple Businesses
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Financial Strategy Session
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Interactive Client Portal
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Monthly Wealth Building Plan
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Cash Flow Analysis
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Net Worth Statement
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Savings and Investment Summary/Analysis
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Risk Management and Insurance Summary/Analysis
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Tax Planning Summary/Analysis
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Estate Planning Summary/Analysis
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Retirement Planning Summary/Analysis
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Measurable Action Plan
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Customized Financial Plan
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Implementation Plan
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On-Going Support
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Financial Confidence
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$12,000 for Entrepreneurs and Their Families
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*Includes coordination with attorneys, CPAs, tax preparers, etc.
On-Going Planning
This is an annual plan for those who want to partner for on-going success and long term building.
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Bi-Annual Meetings - Clients who complete a Comprehensive Financial Planning Package will have the option to shift to the ongoing planning phase after year one. Bi-Annual Planning meetings will take place in the spring and fall where we will review the existing plan, make adjustments as necessary, and evolve with life changes.
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Ad-Hoc Meetings - Life happens fast and so do the financial decisions that come along with it. My team and I want to be your first point of contact when you have questions or concerns related to your personal finances. We WANT to see and hear from you - let's keep the what-if and worry monsters away!
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($4,500 for Individuals; $5,000 for Couples)
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