Lynn S. Evans
CFP®
Women of Substance, LLC
Speaker, Author, Financial Advisor
Lynn S. Evans
CFP®
Women of Substance, LLC
Speaker, Author, Financial Advisor
My goal is to help Baby Boomer women achieve a life of financial ease and literacy. - Lynn S. Evans, CFP®
Fee-only financial planning firm committed to helping independent women in the professions, entrepreneurs, and business leaders
Lynn S. Evans is a highly regarded Scranton, PA fee-only CERTIFIED FINANCIAL PLANNER® Professional, speaker, author, radio show host and media source specializing in helping Baby Boomer women understand their worth, own their wealth and manage their money so that they can lead happy lives. Her audience walks in feeling “clueless” (their word) about money but leaves feeling hopeful and empowered to take responsibility for their financial security.
Lynn S. Evans, CFP® is a national leader in the Financial Planning industry and has a strong record of accomplishment as CEO of successful financial planning and wealth advisory companies, including Women of Substance. She has developed several groundbreaking presentations on the relationship between women and money. Her presentations encourage the participants to look into their past for clues on what they were taught about money and how that colors how they relate to money as adult women, how to break those bonds, and have a happy, positive relationship with money. She is also a civic and community leader.
We’re used to deferring responsibility for our money to a male figure in our lives – husbands, fathers, or someone else. Then we’re often disappointed when we realize it’s too late to reverse what was done in good faith.
We founded Women of Substance to solve this problem by exclusively serving the needs of women who want to ensure their financial future is every bit as secure as the life they’re accustomed to living. Our clients have lives as mothers, wives, and daughters as well as careers atop the medical field. Each of these important roles requires a well-crafted plan for the next stages of life. By asking the right questions, and through proper guidance, we create customized action plans for our clients so life’s challenges can be addressed with confidence.
As a client of Women of Substance, you become a member in our community of independent women who share common concerns, such as:
- Will I have enough money for retirement, or, will I end up a bag lady?
- If I lose my job, should I use up my 401(k) until I get a new job?
- What can I do when a family member tells me they’ll “handle” my finances and I don’t think they know what they’re doing?
- How can I manage if Mom needs to come live with me?
- How would I survive if I had to go through a divorce?
This exclusive program provides members with:
- Our Power of the Purse Planning Process™
- Detailed Investment Journal that maps your financials goals with a plan to attain them
- Invitation to private events and forums designed for Women of Substance members
- Access to our WoS monthly newsletter
- Concierge service that relieves you of many day-to-day tasks through assistants and high-level support staff because we care about the quality of your whole life — not just your financial life.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
Ideal Clients
- Baby Boomer Women
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Recenly Widowed and Divorced
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Lynn Evans 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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Lynn Evans 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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The Laurie and Lynn Show on WILK 103.1 FM - Saturdays 9am - 10am
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Lynn S. Evans Authored Power of the Purse
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Lynn S. Evans is Featured in Happenings Magazine: "The Power of the Purse"
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Lynn S. Evans is a Featured Guest on Margaritas with Marguerita Cheng, CFP® Pro Podcast: "Baby Boomer Women everywhere need to meet Lynn Evans, founder of Women of Substance"
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Lynn S. Evans is a Featured Guest on Top Advisor Marketing Podcast: "Power of the Purse with Lynn Evans"
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Lynn S. Evans Discusses "Educating Women On Personal Finance" on the Integrate and Ignite Podcast
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Lynn S. Evans is Quoted on the ClearMatch Medicare Blog: "How to Talk to Your Adult Kids About Money, Part 2"
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Lynn S. Evans Discusses "Investing and Living Comfortably in Retirement" on The Camilita® Podcast
Contact Lynn S. Evans
Office Locations:
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229 Northern Boulevard
South Abington Township, PA 18411
