Lindsey McKay, CFP®, CSSCS
Lindsey brings eighteen years of expertise as an advisor and CERTIFIED FINANCIAL PLANNER™, specializing in holistic financial management for her clients. Throughout her career, she has navigated the diverse landscape of financial opportunities and challenges, recognizing the profound impact of emotions on financial decision-making. Lindsey's approach is rooted in helping individuals align their financial circumstances with their goals and behaviors.
Her journey began with a bachelor's degree in finance from the Stern School of Business at New York University, where she gained practical insights into risk and reward dynamics while working at a boutique venture capital firm. Subsequent experience on Wall Street honed her skills in financial advising within the epicenter of finance. Recently, Lindsey embraced her entrepreneurial spirit as a second-generation small business owner and author, further enriching her perspective on financial planning.
Actively involved in various professional organizations, Lindsey serves as Chair of Cetera's Women's Impact Network and contributes to initiatives like NextUp and the Cetera Advisor Diversity & Inclusion Council. Additionally, she participates in the Estate Planning Council of Seattle and the Financial Planning Association, fostering personal and peer growth.
Based in Ballard, Washington, Lindsey finds joy in exploring her passions for travel and gastronomy. She balances her pursuits with a dedication to outdoor activities like running, all while fulfilling her commitment to nurturing future leaders as a Girl Scout troop leader.
(206) 973-4488 (ph)
Schedule a meeting with Lindsey to discuss your life and future financial goals.
The ENVISION Method
Worried you aren't doing enough to finance the future you want? You are not alone.
Seattle-based financial advisor Lindsey McKay understands every woman starts from a different place in life, aims for a unique destination, and experiences detours along the way. much does it cost, what color and size is it? Better descriptions result in more sales.
The ENVISION Method will help you identify your money mindset, define what financial empowerment means to you, and show you how to create a plan to achieve it. Having a plan is the start of your journey, as you know life will give you a lot to conquer along the way.
Told through the lens of three good friends with very different financial backgrounds, money mindsets, and goals over the course of their lifetimes, this book shows you how to use the ENVISION Method to build security, seize opportunity, and respond to unexpected events.
