Working with a Certified Financial Planner

Please note: I am not accepting clients at this time. Recommendations for other financial planners can be found on my FAQ page

If you’re interested in working with a Certified Financial Planner, the most important thing is finding someone you relate to and can trust.

Always listen to your gut when deciding whether or not to work with a potential financial planner. Remember, they work for you and should always operate in your best interest. Make sure you find someone who values you as a client and treats you with respect.

Don’t be afraid to ask questions. A good financial planner will take the time to explain your options to you, so that you can make better decisions for your future.

Lauren Lyons Cole is a Certified Financial Planner in New York City.

I work with individuals and couples of all ages from all over the world.

Many of my clients work in creative fields like fashion, music, publishing, and television, so I have extensive experience with the unique financial planning needs that creative people often encounter.

I also work with plenty of young professionals, like lawyers, doctors and educators who need help balancing retirement planning with student loans and other competing financial priorities.

Everyone, no matter how successful or wealthy, experiences money-related stress. The whole point of financial planning is to eliminate that stress so you can feel confident with the decisions you’re making. With a little bit of effort up front, you can put your finances on auto-pilot and enjoy the ride until your next big life event gives you reason to revisit your plan.

Keep reading to learn more about my various financial planning packages.

“Success is not final, failure is not fatal. It is the courage to continue that counts.” –Winston Churchill