Dean Lyman, CFP®, CCFC Your Financial Partnership
- Virtual, Lees Summit, MO 64081
- (816) 208-8846
- http://www.yourfinancialpartnership.com
About Dean Lyman, CFP®, CCFC
My name is Dean Lyman, and I started Your Financial Partnership due to the financial journey my spouse and I have taken over the past 20 years. I believe all couples should have the benefit of sound financial advice – especially in those times when you have questions, like sending a child off to college. This is when specific knowledge and a coach to help you with the right choices can make all the difference in the long run. This counsel applies to members of all Generations, and I especially love working for couples with children. I will work with you to relieve stress about money and college by answering your questions, helping you solidify your goals, and create an action plan to achieve them. I provide comprehensive financial advice through fee-only services. This means I don’t sell any products, so I am free of the conflicts of interest that can arise from those arrangements.
I have over 20 years of experience working with clients and their finances. I am a Certified Financial Planner ™ which means I’ve passed the rigorous educational and testing requirements as well as required ongoing training to keep me current. I am also a Certified College Financial Counselor (CCFC – https://www.aiccfc.org/Team/
I’m a member of several organizations to both advocate and constantly improve my knowledge:
National Association of Personal Financial Advisors – (https://www.napfa.org/firm/
Certified Financial Planner – (https://www.letsmakeaplan.
Fee-Only Network – (https://www.feeonlynetwork.
On a personal note, I live in the Midwest, but I meet clients throughout the US using the magic of technology. My wife and I have five children that keep us on our toes. Our family likes to do activities in the outdoors and travel.
If you’d like to talk to me about planning for you as a family, please set up a FREE conversation (https://calendly.com/your-
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- College Planning
- Coronavirus Relief
- Family Financial Planning
- Parents
- Pro Bono
Ways Advisor Charges
- Monthly Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $200+/ mo
- Hourly Fee: $250+/ hr
- Assets Under Management: 0.80%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
