Dean Lyman, CFP® Your Financial Partnership

About Dean Lyman, CFP®

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 19 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. With my expertise, I can help you with college planning, retirement planning, debt payoff, figuring out where that pesky hole in your budget is, purchasing your first or second home, evaluating your employee benefits, and much more.

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 with me so you can get that financial peace of mind you deserve through our partnership.

Contact this advisor

Ideal Clients

  • College Planning
  • Family Financial Planning
  • Parents

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $75 / mo
  • Hourly Fee: $200 / hr
  • AUM: 0.65%

SEC Records

States Registered

  • Missouri

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