Lyndsey Monahan, ChFC, CLU, CFE

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About

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. 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

Background checked

4 employees

10 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Cash, Check, Credit card, PayPal, Venmo, and Zelle.

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Facebook

Services offered

Service type

General financial planning

Retirement planning

Life insurance review

Investment review

Work location

I work remotely (phone or internet)

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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.

Nov 11, 2021

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Hired on Thumbtack

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!

Personal Financial Planning

Tiea A.

Oct 16, 2021

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Hired on Thumbtack

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!!

Personal Financial Planning

Tammy W.

Oct 11, 2021

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!

Dawn M.

Sep 3, 2021

Lyndsey Monahan, ChFC, CLU, CFE's reply

Kristin R.

Aug 11, 2021

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!

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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)!

Lyndsey Monahan, ChFC, CLU, CFE

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