Work With Jamie Lynn
No matter your season of life, Jamie Lynn can help you establish a framework for your financial future. Here are a few of the services she offers:
Services Offered for Individuals and Couples
Each session includes time to address your unique financial needs and determine what is most beneficial to you. 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 the content can be tailored to fit a variety of situations.
Services include, but are not limited to:
Comprehensive Financial Planning
Money Management for Couples
Budgeting for College Students
Social Security Planning
Medicare Planning
Insurance Review
Seminars offered for employers and organizations
Seminars are crafted to provide attendees with practical, sustainable techniques that equip them for a life of financial independence.
Employee Benefit Education
Money Management for Employees
Retirement Planning for Employees
College Savings
Financial Literacy Classes
From the recent college graduates navigating their first jobs, to the business professional whose debts are negatively impacting job performance, these tailored seminars can help school administrators, business leaders, and non-profit organizations provide effective financial education.