Lyon Financial Planning
Lyon Financial Planning
Your financial future deserves more than conventional rules of thumb. - Jay Abolofia, PhD, CFP®
Comprehensive Financial Planning for a Flat Fee. Working Virtually and Accepting New Clients.
Jay Abolofia is a fee-only financial planner located in Waltham, MA serving clients in Greater Boston, New England and throughout the country. Lyon Financial Planning provides advice-only comprehensive financial planning on a fixed fee basis to help clients in all financial situations. As a fee-only, fiduciary, and independent financial advisor, Jay Abolofia is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jay Abolofia is a fee-only financial planner serving clients throughout the country.
When I told my daughter I was starting a business, she immediately said, “How can I help, Dad?” This simple question is at the core of everything I do. With every client relationship, meeting and question, I ask myself how can I help.
I approach personal finance with a compassionate, disciplined and analytical mindset. I'm a Certified Financial Planner™ professional and PhD Economist. I have been featured in the New York Times, Wall Street Journal, CNN Business, Forbes, Consumer Reports and more.
When not helping clients, you’ll find me outdoors with my family. The name L-Y-O-N comes from taking two letters from each of my daughters’ first names.
Jay Abolofia is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Stop Guessing. Start Planning.
- I believe everyone deserves quality financial planning advice, independent of their lifestage and level of assets.
- I utilize a unique data-driven approach that takes the guesswork out of financial planning.
Say No to Asset-Based Fees.
- I believe asset-based fees are a detriment to your financial well-being.
- I charge a fixed fee for comprehensive financial planning without ongoing investment management.
Clients Who Benefit Most From My Services Are
- Seeking professional objective advice.
- Ready, willing and able to participate in the planning process.
- Comfortable self-implementing a well-thought-out action plan
- Action-oriented, self-motivated, disciplined and curious.
I Provide Exceptional Value to Clients Planning For Major Life Transitions.
- Career Decisions
- Real Estate Decisions
- Children & Education Decisions
- Liquidity Events
- Inheriting Assets
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Planning
- Economics-Based Approach
- Virtual Meetings
- Straightforward Fixed-Fee
- No Sales or Commissions
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jay Abolofia is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Jay Abolofia is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Jay Abolofia is Quoted in the New York Times: "You Hate Risk. You Need Growth. What Do You Do?"
Jay Abolofia is Quoted in the Wall Street Journal: "How to Get Your Finances in Order Before Returning to Work"
Jay Abolofia is Quoted in the Wall Street Journal: "Inflation Infighting: Honey, Do We Really Need Those Pine Nuts?"
Jay Abolofia is Quoted in Consumer Reports: "Practically Painless Ways to Spend Less Right Now"
Jay Abolofia is Quoted in Consumer Reports: "How Millennials Can Achieve Financial Security Without Owning a Home"
Jay Abolofia is Quoted in Consumer Reports: "What to Do If You're Having Trouble Paying Bills"
Jay Abolofia is Quoted in Forbes: "Key Investment Moves For Those In Their 40s And 50s During The Covid-19 Crisis"
Jay Abolofia is Quoted in Forbes: "How To Make SECURE 2.0 For The Children"
Jay Abolofia is Quoted in Forbes: "True Stories Of Children Saving Successfully"
Jay Abolofia is Quoted on CNN.com: "Thinking of buying a home in 2020? Read this first"
Jay Abolofia is Quoted on Kiplinger: "Pick a Winning Social Security Strategy"
Jay Abolofia is Quoted in USA Today: "Should you consider a short-term bond allocation? Here's how to invest in bonds when interest rates are rising"
Jay Abolofia is Quoted in USA Today: "Your bank should work for you. Here are the basic features you should expect"
Jay Abolofia is Interviewed on TheStreet.com: "What the Cares Act Means for Your Finances and Retirement"
Jay Abolofia is Quoted on TheStreet.com: "Ask Bob: What's Better? Pay Down a Student Loan or Invest in a Roth IRA?"
Jay Abolofia is Quoted in US News and World Report: "7 Best Vanguard Funds for Retirement"
Jay Abolofia is Quoted on The Huffington Post: "What To Do If The Coronavirus Pandemic Is Forcing You Into Early Retirement"
Jay Abolofia can be Heard on a Retirement Revised Interview: "How to Handle Your Fear About The Markets"
Jay Abolofia is Quoted on NerdWallet.com: "5 Basic Features You Should Expect From Your Bank"
Jay Abolofia is Quoted in Advisors Magazine: "To Tame Inflation: Plan!"
Jay Abolofia is Quoted on Yahoo Finance: "5 Tips for Newlyweds Merging Bank Accounts"
Jay Abolofia is Quoted on BankRate.com: "Savings accounts are still an important part of your financial plan, even in a low-rate environment"
Jay Abolofia is Quoted on BankRate.com: "Do’s and don’ts of holiday shopping with a credit card"
Contact Jay Abolofia
By Virtual Appointment Only
Waltham, MA 02453