Lyon Financial Planning, LLC
Stop Guessing. Start Planning. Say No to Asset-Based Fees.
- I believe everyone deserves quality financial planning advice, independent of their life stage and level of assets.
- I utilize a unique data-driven approach that takes the guesswork out of financial planning.
- I believe that asset-based fees are a detriment to your financial well-being.
I Charge a Fixed-Fee for Financial Planning.
- Comprehensive Financial Planning
- Project-Based and Hourly Planning
- Ongoing Planning
I Provide Exceptional Value to Clients Planning For:
- Retirement
- Real Estate Decisions
- Career Decisions
- Liquidity Events
- Inheriting Assets
- College & Education Decisions