Educating and empowering people on personal finance and providing tools to implement better financial skills for life.
Work With Jamie Lynn
No matter your season of life, Jamie Lynn can help you establish a framework for your financial future. Whether you’re working to understand how to set up your 401(k) in your first job, figuring out how to plan your budget as an independent contractor, establishing a plan to get out of debt, or starting to think about retirement, she can help you develop the tools you need to set yourself up for success. Her philosophy is simple: Those who plan with a purpose will have peace. She’s not selling you a product - she’s here to help you develop good habits, learn how to handle surprises, evaluate opportunities, and deal with difficulties together.
Individuals and Couples
Our time together will always include space to address your unique financial needs. It is critical for my clients to leave every session feeling heard and valued. Individuals and couples are different, and specific needs will vary, which is why our work is tailored to fit your needs.
Here are some of the things to get us started:
Building and Maintaining Good Credit
Student Loans
Insurance
Investing
Retirement Planning
Estate Planning
Social Security and Medicare Planning
Understanding Employee Benefits
Behavioral Spending Issues
Money Management for Couples
Budgeting
Debt Reduction
Obtaining Affordable Housing
Homes, Vehicles and Other Major Purchases
Family and Money
Seminars
Seminars are crafted to provide attendees with practical, sustainable techniques that equip them for a life of financial independence.
From the recent college graduates navigating their first jobs to the business professionals whose debts negatively impact job performance, these tailored seminars can help school administrators, business owners, and non-profit leaders provide effective financial education to those in need.