Why Engage a CFP® Professional?

As a financial planner, Lynn can help you organize, understand, and manage your personal finances. She can help you define realistic personal and financial goals and a plan to achieve them.

Perhaps you need a status report on your financial health. Lynn can guide you through a careful evaluation of your cash flows, investments, insurance, assets, liabilities, and estate plan

Maybe you're looking forward to retirement, but not sure whether or when you can afford it.

Maybe you have aging parents to look after or kids who are approaching college age.

Your situation won't stay static, of course. Once you have a plan, you'll need to review your progress and adjust to changes in your life, tax law, and the markets. Here, as well, Lynn can provide professional guidance and advice.

You don't have to go it alone.

Lynn is among a select group of financial planners who have met the stringent requirements established by the Certified Financial Planner Board of Standards, Inc. (CFP® Board). In order to achieve certification, planners must:

• Examination

Pass a comprehensive examination testing knowledge of key financial planning topics such as estate estate planning, retirement planning, investment management, budgeting, tax planning, employee  benefits and life, health, disability, property and casualty, and long-term care insurance. 

• Experience
Have at least 3 years of financial planning-related experience.

• Education

Complete college degree plus a minimum of 30 hours every two years of continuing professional education in key financial planning areas.

• Ethics

Voluntarily ascribe to CFP® Board’s code of ethics and additional requirements. This commits the professional to putting the client’s interests first. It also empowers CFP® Board to take action if a CFP® professional violates the code of ethics. Disciplinary action can extend to permanent revocation of the right to use the CFP® marks.


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial PlannerTM and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.

Description of CFP® requirements courtesy of the Financial Planning Association.