GenX
Make your cash work for you; many of us are not invested enough.
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Lisa A. Junghahn
Director of Financial Planning at Cycle Financial Planning
CFP®
Cycle Financial Planning
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
LGBTQ+
You are pretty much just like everyone else but you might prefer the simplicity of working with a Certified Financial Planner® who just gets it. I won't spend the first five minutes of our conversation telling you about how much I love my lesbian cousin.
Women & Female Leaders
You are capable of being your own financial planning expert; however, working with a Certified Financial Planner® is the most efficient way to get this done.
Major Milestones I Specialize In
Buying a Home and Relocation
Moving is stressful for all the reasons. The financial planning process, however, is for you and is meant to be friendly. Let's work together to create peace of mind.
Early Retirement or Financial Independence
You are capable of being your own financial planning expert; however, working with a Certified Financial Planner® is the most efficient way to get this done.
Retirement Planning
Most of my clients are professionals who have made "good life choices." However, they are at a point in life where they want to make sure they are secure for retirement, often with the subtext of wanting to make a life change. We will walk through your financial life together to make sure you are being efficient; we will walk through all the math in your head.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
At Cycle Financial Planning, we work with busy professionals to help them efficiently reach their goals. We collaborate with you to develop an unbiased plan to streamline your money in and out, implement a low-cost investment strategy, and ensure you are relying on all options when it comes to tax planning, employee benefits, and charitable giving. Together, we’ll make sure you are on track to reach your goals, like retiring with confidence or saving for your kids’ education, while living according to your values.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.