Lynn Phillips
Victoria
Navi Financial Consulting
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Member Bio
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Senior Planner at Navi Consulting. My backgroun includes financial planning, project management and training administration. Well-rounded strategic planner able to coach and advise in a range of areas.
I've worked in finance for over 25 years. I love helping people achieve the goals they didn't think they could reach. I particularly enjoy the analytical aspect of financial planning, and have developed the skill to find alternative solutions for clients and help them develop actionable strategies.
I've worked in finance for over 25 years. I love helping people achieve the goals they didn't think they could reach. I particularly enjoy the analytical aspect of financial planning, and have developed the skill to find alternative solutions for clients and help them develop actionable strategies.
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