Wendy lyon

"THE FINANCIAL LYON"

  If you want to rule the financial jungle,

you need "The Financial Lyon."

Have You Ever Taken Your Financial Pulse?  In This Wisdom-Packed Hour, You'll Learn How to Have:

  • Financial Flexibility - Various Options for an Emergency Fund
  • Adequate Protection - from Your Paycheck to Social Security
  • Growth of Assets - and How to Keep Your Net Worth "in the black"
  • Healthy Ratios - Debt-to-Income and How to Calculate Them
  • Your Retirement on Track - Tips for Getting on Track and Staying There
  • Updated Records - What to Check for and How Often

“Everything You Want to Know About Money

But Were Afraid (or Didn’t Know) to Ask”


Evaluate Where You Are Now:  Take Your Financial Pulse

Moving Forward After Losing Your Partner:  How to Go from Grief, to Growth, to Grace



Choose to Lose the Fear and Love Your Future

Can Your Business Withstand the Unexpected?  Part 1 Focuses On:

Succession Planning:  Helps ensure your business continues if the unexpected happens

Retirement Planning:  Avoids the risk of relying solely on your business for retirement income

  • What would it take for you to turn the keys to your business over to someone?
  • Would your business stay in business without you?
  • Do you know what your business is worth?
  • What happens if something happens to your partner?
  • Do you have an exit strategy?
  • How do you retain key employees?
  • How do you fund a buy/sell agreement?

Success Over Survival:  What Every Business Owner Needs to Know (Part 2)

What to Do When Happily Ever After Is No More: Moving Forward After Divorce

Be empowered to create the future you want...without the fear.

  • 50% of women anticipate a lower standard of living in retirement.  What will your retirement look like? 
  • Only 13% of women feel they have addressed how they would afford in-home nursing care.  Will your savings last your lifetime?
  • 67% of women say they have little knowledge of financial products and services.  Do you know your options? 
  • Over 1/2 of women surveyed under age 60 either don't have a financial plan, or don't know whether or not they do.  Are you one of them?
  • In this session, you'll learn how to put the components of a financial plan in place to help ensure your :value, security, and future are all well-protected.

Discover Why Youth Is Your Best Asset:  
Get the Skills You Need Now to Take Control of Your Financial Future.

  • Why waiting is the worst thing you can do
  • Understanding Debt
  • Establishing Credit
  • Setting up an Emergency Fund
  • Protecting Yourself
  • Saving for the Future
  • Maximizing Employee Benefits
  • Preparing for Retirement
  • Budgeting
  • Creating a Plan
  • How to change the course of your future now to have a big impact later



Why Youth Is Your Best Asset

Success Over Survival:  What Every Business Owner Needs to Know (Part 1)

Awareness is the first step.  Action is the second step.  Think Big.  Start small.

Just start NOW! 

Divorce impacts your life in many ways, but it doesn't have to leave you in a fog regarding your financial future.

  • Building a Trusted Team - and what each member should do
  • Addressing Immediate Needs - and knowing what can wait
  • Protecting What's Important - and how to do so safely
  • Planning Your Financial Future - and how to do so securely
  • Getting Started On Your New Future - one step at a time

How Much Is What You Don't Know Costing You?  You'll Be Equipped with the Knowledge of...


  • How to calculate your true worth 
  • Why women especially need to be prepared financially
  • The "Starbucks Effect"
  • How to be empowered to face financial decisions without fear
  • Resources to help you through every stage of life, from the birth of a child to retirement and beyond


What Every Business Owner Needs to Know.  Part 2 Focuses On:
Estate Planning:  Protects your family and business and is not just for the very wealthy
Key Employee Planning:  Retains your most important employees to ensure long-term success

  • What would it take for you to turn the keys to your business over to someone?
  • Would your business stay in business without you?
  • Do you know what your business is worth?
  • What happens if something happens to your partner?
  • Do you have an exit strategy?
  • How do you retain key employees?
  • How do you fund a buy/sell agreement?

Please fill out the form below, and specify if you would like access to the entire series, or a particular session(s). Your info will not be shared!

Spring Into Action, and Seize Your Abundance

The Best Gift You Can Give


No matter what the special occasion is, we want to find that "perfect gift" for the ones we love.  Here's a gift you most likely have never thought of, and yet, it may just be "The Best Gift You Can Give!"

  • How to wrap your children in a financial security blanket;
  • Help the next generation secure a lifetime of protection
  • Financial resources to help fuel their dreams

The Best Gift You Can Give

For all women who want to be prepared, either now or in the future, for such a loss. 


Whether you've already lost a spouse or partner, as I have, chances are most women will lose a spouse or partner in this lifetime.  Learn how to take care of yourself as you go from...

Grief: 

  • Catch your breath
  • Protect yourself during this vulnerable time
  • Focus on immediate needs
  • Don't make irrevocable decisions

To Growth:

  • Your passage has begun
  • Take financial inventory
  • Address retirement planning needs
  • Consider long-term goals

To Grace:

  • Transform to your new normal
  • Reinvent your life
  • Achieve financial independence
  • Address estate planning issues

Thanks for coming! Please scroll to the bottom of this page for info on how to access this series.

Retirement Planning at Any Age:  Turn the Fear of Your Future into Your Favor by Doing What You Can Now.

A 10-part Series that Will Prepare You, Your Business, and Your Family for Financial Success


The Time to Empower Yourself for the Future is Now!


The thought of retirement can, understandably, be a scary one.  Especially when you read the following 10 Scary Facts About Retirement:

  • 1.  Only 22% of workers are very confident they will have enough money in retirement (Employee Benefit Research Institute's 25th annual "Retirement Confidence Survey")
  • 2.  According to recent Congressional testimony, 45% of Americans have saved exactly NOTHING.
  • 3.  The magnitude of the financial challenges that will be faced by upcoming retirees will not have been seen since the Great Depression.
  • 4.  Women will face even greater challenges than men, because we live longer (about 20 years beyond age 65) and make less.
  • 5.  Only 1 out of 6 employers offers health insurance coverage to retirees. Some lucky retirees have 2 things going for them:  Medicare and long-term care insurance. 
  • 6.  The average 65-year-old couple can expect to pay $220,000 in out-of-pocket costs for health care - and that's without getting hit with a catastrophic illness or injury.
  • 7.  The projected annual growth rate for health care spending through 2022 is 5.8%.  If you're supposed to live on a 4% withdrawal rate (though 2% is now recommended) from your retirement nest egg, where does that leave you?
  • 8.  Once Medicare kicks in, the average retiree can expect it to pay just 62% of their health care expenses.
  • 9.  That leaves, you guessed it, a 38% deficit you get to pay when you file a claim with Medicare.  
  • 10.  If you don't have long-term care insurance, and it turns out you need it, you could pay $200,000+ for a single year in a skilled nursing facility or a high-end assisted living facility (especially if costs continue to escalate).

(Statistics above are from a new report from the National Association of Government Defined Contribution Administrators, Inc. or NAGDCA.)