facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

The Money Circle

Lynn has a track record of organizing highly engaging and enriching private events that focus on women and their finances. As an author and national leader in the fee-only financial planning industry, Lynn has access to numerous thought leaders who add incredible value to the Power of the Purse Movement.

At each forum, Lynn brings together a select group of the brightest personal finance and wealth management specialists, along with leading professional development and lifestyle design experts, to provide Women of Substance members with thought-provoking experiences of personal growth.

The curriculum is inspired by Lynn’s 30 years of industry experience and the compendium of knowledge she collects from interviews with hundreds of female professionals across the country each year.

During these forums, Lynn and her colleagues share strategies to help you achieve a life filled with unprecedented freedom and independence. 

These forums are unlike anything currently offered in the financial planning industry.


Plan your own Money Circle Private Event.



Attend a nearby Money Circle Private Event.