For women who want clarity, stability and confidence
SUPPORTIVE FINANCIAL GUIDANCE FOR WOMEN
We provide the support, education and guidance women need to move forward with clarity and purpose.
You want more than just investment advice
You should always feel like you are part of the process
Be confident that your voice is heard
It’s frustrating talking to someone who goes too fast or who doesn’t listen. Your voice should always matter most.
Build a vision for your life
Creating a clear vision for your life becomes the foundation for all of the decisions we will make.
Maintain peace through life’s ups and downs
Life is filled with challenges. Our mission is to instill confidence in your financial future by working together.
Many women struggle to find a financial advisor who resonates with their values. Let’s have an Introductory Meeting to learn about each other.
Together we will create your Lifestyle Wealth Plan designed to support your vision for your life.
We will customize your Personal Investment Strategy that balances your desire for safety with your need for growth and flexibility.
Most of our clients are smart women who have worked hard and saved well but have reached a turning point that creates financial uncertainty.
They simply want to know where they are, what is possible and how their money will provide for this new phase of life.
Our purpose is to create a space where you feel safe asking questions and to voice your concerns. Where you know that what you say you want is important and that your voice matters.
It’s time for you to take charge of your money in a way that addresses your unique needs, goals and dreams.
What’s Your Risk Number
Setting portfolio return expectations using risk – rather than just average return – can to you feeling more informed and happier about your investments. Find out what your Risk Number is with this brief tool, which uses a scientific framework that won the Nobel Prize for Economics.
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Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member of FINRA/SIPC. 6187 Carpinteria Ave., Carpinteria, CA 93013, (800) 874-6910. LKJ Financial, LLC and Plan Member Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by LKJ Financial, LLC, Lynne James (TX Insurance License #722438), Lindsey James-West (TX Insurance License #1561746) or Adam Goldman (TX Insurance License #2404721).