Lyndsey Monahan, ChFC, CLU, CFE

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Introduction: 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

9 years in business

Payment methods

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

Social media

Facebook

Featured Projects

14 photos

Reviews

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

Exceptional 5.0

7 reviews

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Kellee B.

Aug 5, 2021

Lyndsey helped my husband and I put together a financial plan. We truly had never sat down and talked about money before. She made it very easy for us. Lyndsey explained things in simple ways and ensured we understood. She presented us with options and let us choose what was going to work best for us and give us the greatest returns in the long run. We’re extremely happy with her and how our accounts are performing. Have and will continue to work with her and recommend her to others! Also if it would have so let me select 5, I would have added responsiveness and punctuality as well but felt the others were best.