The Living Planner
The Living Planner

The Living Planner

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Introduction: The Living Planner looks at life planning through a holistic, comprehensive lens. We provide resources to individuals, business owners and employees evaluate preparation impacting your well being while living and empower you to review how to go about planning for contingencies in your traditional day to day living at work and home. Could someone step into your shoes today and take care of your business and life with ease? My top Gallup strength is Individualization. In meeting with individuals and groups, I appreciate a group of people from where they are and so enjoy leading them to a better place. Success in life comes from a place of believing in the strengths each of us has and building upon those strengths. Lynn's personal mission takes the guesswork out of the unexpected by making sure that people feel confident and in control of their future. Clients say that her expertise, combined with her high-touch approach, makes planning simple, smooth, and effective. Through a comprehensive assessment process to capture a client's current situation, she provides the practical resources and follow-up needed to provide protection and direction in advance of important transitions in life. Lynn's background includes global leadership positions in aviation, non-profit and business start-up ventures. Additionally, she served as a volunteer emergency team responder during her years in aviation. As she dealt with the aftermath of large scale emergencies and the impact to families, she gained a new sense of appreciation for the many moving pieces of life. This inspiration, coupled with her professional experience, has proven invaluable in guiding others.
Overview

Hired 1 time

9 years in business

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Rebecca P.
Mar 5, 2016
Lynn's expertise in the all aspects of developing a complete life plan are amazingly helpful. Thank you, Lynn!
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Ursula M.
Apr 7, 2016
My husband and I invested in The Living Planner and I also had multiple private conversations with Lynn about our lives, concerns and goals. I was blown away by Lynn's knowledge, all of the questions in The Living Planner, and her gentle encouragement to get our "life plan" together so we could be at peace and know that everything would be taken care of if something happened to one of us. Lynn takes the stress out of life planning and she also ensures that you don't leave ANY stones unturned! I highly recommend Lynn as a caring professional who is an expert in her field.
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Elizabeth R.
Apr 11, 2016
I had the opportunity to hear Lynn speak at an event in Northern California. Lynn had a unique ability to connect with the audience in a unique personal way. The audience was fairly educated on the topic of preparing for when we are not here and Lynn brought powerful insights and actionable steps to each person in the room. I would recommend Lynn to any organization seeking an savvy, soulful speaker.
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Phil B.
Apr 20, 2016
It is difficult knowing all of the ins and outs of creating the foundational tools for a successful life, without burdening those you care about to do it after the fact. Lynn's simple and effective approach makes it easy and quick to build your foundation and her approach is very warm and supportive. Her knowledge, insight and focus on the details is exactly what is needed to create the right foundation for both the future of your family and business. I highly recommend talk with Lynn regarding The Living Planner!