Lindsay Martinez, CFP®
Hi, and thank you for wanting to get to know me!
I grew up in rural Pennsylvania. My mom did not have a college degree, but had a successful career before choosing to leave the workforce and raise kids. It was a big decision and would affect her financially for the rest of her life. It also affected me as I was able to see first hand how women make sacrifices for their families, in their careers, and with day to day money decisions. I may not be able to make family or career choices for you, but I can certainly help you make a financial plan to get clarity around your goals.
I consider myself a "Xennial" born somewhere between Generation X and Millennials. I understand the decisions, issues, and changes that women face in both generations and pride myself on communicating complex financial jargon in a very simple way.
If you're dying to hear more, read on for a few interesting factoids:
I pitched and played first base in a competitive fast-pitch softball league through High School and we made it to Nationals when I was 16.
I have jumped out of a plane (with a parachute, of course).
I have lived in 6 states: Pennsylvania, Ohio, Arizona, Colorado, California, and Puerto Rico.
As a Financial Professional, I have been featured in:
MoneyTalksNews - "5 Ways to Fortify Your Finances for a Recession"
Huffington Post - "How To Recession-Proof Your Finances"
MoneyTalksNews - "7 Steps to Make the Most of an Inheritance"
Policygenius - "Money myths: Should you give up on your home-buying dreams?"
NerdWallet (also in USA Today) - "7 Retirement Savings Mistakes Financial Advisors See Too Often"
Magnify Money - "Great Financial Planning Networks for Millennials"
NextAvenue (also in Forbes) - "Recovering the Financial Costs of Caregiving"
Kiplinger - "27 Solid Ways to Build Your Wealth"
DollarSprout - "Should You Take a Pay Cut for a New Job?"
Policygenius e-Book (download) - "50 Money Moves to Make in a Recession"