Lyndsey Monahan, ChFC, CLU, CFE
Lyndsey Monahan, ChFC, CLU, CFE

Lyndsey Monahan, ChFC, CLU, CFE

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

Zip code
Annual income

Responds within a day

Introduction: First and Foremost, I am a Financial Educator - I teach people How Money Works! I believe in breaking down the walls of traditional financial firms and making financial literacy available to anyone, at anytime. As a Financial Professional for the last 7 years (reformed geek here!), I assist clients with discovering what their definition of financial freedom is and developing a plan to achieve it. I’m proud to say I do not charge for the comprehensive plan. (Yep, I know…most charge an additional fee for this. This is how we make financial planning available to anyone, anywhere.) Reformed Geek - I used to be a computer programmer!! The experiences there taught me a whole lot about who I am, what I'm truly passionate about, and most importantly - those skills are better leveraged working with other people, not just computers!! The most consistent feedback from my time in the IT world - people appreciate my ability to take complex topics and ideas by finding ways to simplify and relate them to the individual I'm working with. This translates extremely well to the world of personal finance - my clients feel comfortable and confident - ultimately enabling them to feel more empowered through their personal financial journey.
Overview

Hired 2 times

Serves Frisco, TX

Background checked

License verified

2 employees

6 years in business

Payment methods

Cash, Check, Credit card, PayPal, Venmo, Zelle

Social media

Facebook, Instagram

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Wear gloves during the job

Disinfect surfaces touched during the job

Featured Projects

21 photos

Reviews

Customers rated this pro highly for professionalism, work quality, and value.

Exceptional 5.0

7 reviews

5
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Read reviews that mention:


Jeffrey E.

Personal Financial Planning

She is an awesome person first and foremost and she knows her stuff. The best part about her is that she takes everyone’s situation into consideration first and then gives you enough information that empowers you to make the best decision for yourself/family. That’s truly invaluable!
Nov 11, 2021
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Verified
Tiea A.

Personal Financial Planning

Had my first meeting with Lyndsey she was great! Very personable &professional. Gave lots of great Practical information. Looking forward to working with her💜
Lyndsey Monahan, ChFC, CLU, CFE's reply
Thank you Tiea! So excited to work with you!!
Oct 16, 2021
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Verified
Tammy W.

Lyndsey has the unique ability to take a macro view of my financial goals and convey the solution in a way that makes me feel comfortable, prepared, and excited about my financial health and providing a legacy for my family.
Lyndsey Monahan, ChFC, CLU, CFE's reply
Thank you, Tammy!! Always a pleasure working with you and your family!
Oct 11, 2021
Dawn M.

Lyndsey is awesome to work with on our financial planning. She is professional and is responsive to all our questions. I definitely recommend her!!
Lyndsey Monahan, ChFC, CLU, CFE's reply
Thank you, Dawn! Love having you and your family as clients!
Sep 3, 2021
Kristin R.

Lyndsey is amazing. She helped me manage through a company reorganization and has been open and honest about what I need to do to achieve my financial goals. I explained where I wanted to be and she has been amazing in helping me work to get there. I cannot say enough positive things about her! She truly is interested in helping you achieve your dreams
Lyndsey Monahan, ChFC, CLU, CFE's reply
Thank you, Kristin!! You're awesome to work with!
Aug 11, 2021
Credentials
License

License Type: Investment Adviser Representative (TX)

License verified on 8/10/2021

Background Check

Lyndsey Monahan

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    It costs NOTHING to meet with me!

  • What is your typical process for working with a new customer?

    All new clients will have a 20-30 minute get to know you meeting with me. From there, we begin the process of working through the 7 Money Milestones.

  • What education and/or training do you have that relates to your work?

    I’m a fully licensed Investment Advisor Representative, a Chartered Financial Consultant, a Chartered Life Underwriter, and a Chartered Financial Educator. Ask me about training HR professionals and employees on retirement benefits through a 501(c)(3)!

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