Lyon Financial Planning, LLC
Stop Guessing. Start Planning.
- Are you frustrated with the assumptions other financial planners use to make recommendations about your financial future?
- Are you looking for a more rigorous approach? One grounded in facts and common sense, not overly simplistic rules of thumb?
- I utilize a comprehensive data-driven approach that takes the guesswork out of financial planning.
Say No to Asset-Based Fees.
- Are you frustrated with advisors who charge asset-based fees?
- Are you looking for a planner who doesn't require that they manage your investments?
- I charge a flat fee for financial planning and empower you to retain control over your own investments.
I provide exceptional value to clients planning for:
- Real Estate Decisions
- Career Change
- Inheriting Assets
- College & Education Decisions
My ideal clients include current and retired: