Lyon Financial Planning, LLC
Lyon Financial Planning is a fee-only financial planning firm located in Waltham, MA serving clients in Greater Boston, New England and throughout the country.
Stop Guessing. Start Planning.
- 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.
Say No to Asset Based Fees.
- I believe asset-based fees are a detriment to your financial well-being.
- I charge a fixed fee for comprehensive financial planning without ongoing investment management.
Clients Who Benefit Most From My Services Are
- Seeking professional objective advice.
- Ready, willing and able to participate in the planning process.
- Comfortable self-implementing a well-thought-out action plan.
- Action-oriented, self-motivated, disciplined and curious.
I Provide Exceptional Value to Clients Planning For Major Life Transitions
- Retirement.
- Career Decisions.
- Real Estate Decisions.
- Children and Education Decisions.
- Liquidity Events.
- Inheriting Assets.