Joni Lindquist
MBA, CFP®
Aspyre Wealth Partners
Principal
Joni Lindquist
MBA, CFP®
Aspyre Wealth Partners
Principal
We believe true wealth is living your best life. Our focus is to help YOU achieve your financial, career and life goals. - Joni Lindquist, MBA, CFP®
Feeling overwhelmed with your challenging career and busy, complex life? We partner with you to manage your career and organize your personal financial life. Think of us as your Personal CFO.
Joni Lindquist is a Overland Park, KS fee-only financial planner. Aspyre Wealth Partners provides comprehensive financial planning, investment management, and career planning to help individuals, corporate executives, and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Joni Lindquist is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
A key component in building financial wealth is one’s career path. As an executive/career coach, Joni Lindquist assists business leaders in becoming more effective leaders, proactively managing their careers and handling career transitions. As a financial planner, Joni assists clients in navigating life’s transitions by building and implementing financial plans to achieve their goals.
Joni brings over 25 years of experience, including a decade in executive level operational and strategic positions at a Fortune 500 firm. Joni is active in the community, currently as the Immediate Past Board Chair at the Women’s Christian Association, which oversees Armour Oaks Senior Living Community. She previously served on the boards of Central Exchange and Bishop Sullivan. Joni is an active member in the Financial Planning Association and The Society for Human Resource Management.
She is a graduate of Bowling Green State University in Ohio with a B.S. degree in Business Administration. Joni earned her MBA from The Ohio State University.
Words to Describe
Listener, Quick-Witted, Competitive, Loyal
Favorite Things to Do
Golf, bicycling, travel, relaxing & laughing with friends/family, walking my golden retriever Quincy
Unfulfilled Dreams
Golfing at Pebble Beach
Fostering a Golden Retriever companion dog
Favorite Musical Performer/Band
Billy Joel, Bruce Springsteen, Elton John
Secret Fun
Watching classic mystery shows like Columbo
Master What's Next
At Aspyre Wealth Partners, we help successful business people to Master What’s Next® - in their career, life and finances. In defining wealth more broadly to include financial and human capital, Aspyre partners with clients through their life’s journey to clarify, reach and achieve their aspirations. Aspirations are your aims, desires and ambitions. How do you define success? What do you “Aspyre” to be?
Our approach:
* Start with where you are
* Help you identify where you want to be
* Build a plan
* Assist you in taking action to make progress
You don’t work as hard as you do for money only and the hope you can one day “retire”. You work to utilize your talents, make a contribution, and build financial wealth to accomplish things – such as funding children’s college tuition, buying a home, caring for elderly parents, traveling to places long dreamed of-- living the life you desire. Whatever YOUR story, Asprye Wealth Partners strives to help you achieve it. Tell us YOUR STORY. And we’ll help you Master What’s Next® on your journey.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Joni Lindquist is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Joni Lindquist is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Joni Lindquist is a Featured Member of Central Exchange
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Joni Lindquist is Member of the Financial Planning Association of Greater Kansas City
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Joni Lindquist Presents: "The 7 Mistakes Women in financial Planning"
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Joni Lindquist is Quoted on PersonalFinanceNews.com: "Developing a Super Bowl-Like Game Plan for Your Money"
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Joni Lindquist is Quoted in Tha Kansas City Star: "Considering retirement? Answer 'how, where, what' questions."
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Joni Lindquist is Quoted in The Kansas City Star: "A recent study showed money was a major source of stress"
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Joni Lindquist is Quoted in Kansas City Business Journal: "Table of Experts: Women in Financial Planning and Wealth Management"
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Joni Lindquist Contributes to The Kansas City Star: "5 Ways to Avoid Financial Elder Abuse"
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Joni Lindquist Contributes to University of Missouri-Kansas City Idea Bar"6 Tips to Increase Your Emotional Intelligence"
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Joni Lindquist is Quoted on the Tribune Content Agency: "An overseas degree often costs much less"
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Joni Lindquist is Quoted on Coastline Federal Credit Union: "6 Financial Planning Tips for Your Summer Vacation"
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Joni Lindquist Presented "Leading During Crisis : How to Survive and Thrive" at The Midwest Leadership Summit
Contact Joni Lindquist
Office Locations:
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10000 College Boulevard
Suite 260
Overland Park, KS 66210
