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My purpose is to take away the stigmas so intricately attached to women and money. I aim to make a difference in the lives of women by providing financial clarity and freedom.

Why I became a CFP®

There was a distinct experience in my life that would change the way I viewed money and women forever.

When I was 16 years old, I came home from school to find three black four-door sedans parked in front of our house. I knew these cars didn’t belong to anyone in our neighborhood, and they certainly weren’t ours.

Immediately, I was nervous.

When I opened the door to my house, my mother hurried me inside.

Come on, get in here. You have to go upstairs!


Mom whispered, “Because your father’s in the dining room with the bankers, and they want us to go upstairs.

Why?” I asked again.

My mother sighed, losing her patience.

There’s nothing you need to worry about. Your sister and brother are up there. We need to stay upstairs until they’re finished.

“What are they talking about?”

Oh, Lynn. Just let the men do their talking about money,” she insisted.

Finally I said ok and trudged up the stairs.

From that day onwards, I have been working hard to undo the three rules I learned about life that fateful afternoon.

  1. Women are not supposed to talk about or be included in any conversations about money.
  2. Women don’t have the mental capacity to understand anything about money.
  3. Men know best how to manage money.

I have worked tirelessly throughout my career to help women take control of their money, while giving them the tools they need to further themselves, their bank accounts, and other women.

And after years spent working as a financial advisor, I have moved on in my career.

Now my focus is on closing the knowledge gap between women and money. I believe there is a power in women helping women that can’t be found anywhere else. And through help of my podcast, my book, and my blog, I hope to start that power with us.