Lyndale Financial provides personal and objective advice to young professionals across the country.
We focus on 6 Core Values to best serve our clients:
- Organization - Organizing your entire financial picture to bring clarity to the forefront of our planning process.
- Accountability - We help keep you accountable to follow through on the required steps to achieve your goals.
- Objectivity - We bring our unbiased opinions to your finances to help you best manage emotional money decisions.
- Proactivity - We are proactive in our approach to your financial plan to anticipate major life transitions and diligently prepare for them.
- Education - We will educate you so you are able to understand your finances and make confident decisions.
- Partnership - We strive to be your partner in order to live your best life.
Lyndale Financial uses a systematic planning process to provide customized client advice. We start out by discussing client goals, needs, and gathering the necessary information. Next we will customize their financial plan based on client financial goals and life aspirations. After implementing the necessary recommendations together, Lyndale Financial monitors the plan and meets with clients on a regular basis to proactively address their changing needs.