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Lynn Mayabb
Managing Director
CFP®
Forvis Mazars Wealth Advisors1201 Walnut St., Suite 1700, Kansas City, MO 64106
Broker Affiliation: None/NA
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 need to plan to take care of those important to you.
Women & Female Leaders
As women, we need to make sure our needs, goals, and desires are heard. Planning that addresses those are imperative to our life fulfillment.
Major Milestones I Specialize In
End of Life and Legacy Planning
It will take time to get everything in place and completed. There maybe some difficult decisions to be made. Fair is not always equal when considering planning solutions. Embrace the process as once completed, you will feel good that your wishes are known and steps are in place to facilitate those wishes once you pass.
Sudden Wealth or Inheritance
You don't need to make any quick decision. It is OK to take time to sit in your new reality.
Widowhood
You are going to be navigating a new course. It is ok to start slow and not rush into any decisions. Give yourself time to think about what you want now in this new normal.
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
I work with clients to help them establish goals, take the steps needed to meet those goals in a cost and tax efficient manner. My goal is to educate so that individuals can make informed decisions and trust that I am recommending solutions that best fit their unique needs. My goal is develop long standing relationships through making true connections with the clients I support.
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.