L McKinley, CFP® MNM Vested, LLC

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About L McKinley, CFP®

I help people set and reach goals. In life, in careers, in business, in legacy.

I’m an effective and useful resource partner because I’ve spent decades in financial services. As a Certified Financial Planner since 2000, the wealth of experience I’ve attained in the field of financial planning, income tax preparation and small business consulting has allowed me to live my mission to help. I’ve helped numerous individuals, families, and business owners and that means I’m invested in you, your goals and your business. My focus is on helping individuals, families and business owners build and navigate their road to financial independence.

You can get started by scheduling a complimentary Goal ID Session to discuss your business and personal goals and challenges. This is your opportunity to identify what’s impacted you so far and what will drive your path to financial freedom. I will help you identify and add greater detail to what you want to accomplish and WE will begin the process of making it happen.

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Ideal Clients

  • African Americans
  • Business Owners
  • Christian Faith Based
  • Gen X

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $250+/mo
  • Quarterly Fee: $1000+/qtr
  • Flat Fee: $2000+/engagement

SEC Records

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