Lillian Turner, CFP®, RLP®, CSLP®
Financial Planner
The Hour
- Ask a financial advisor anything about investing in one hour
- No commissions, products, or sales pitch
The Plan
- An 8 week program to achieve a strategic plan for your financial life
- Get an 8+ page financial plan
- $0 due now, pay after your 1st meeting
The Ongoing
- Ongoing support and accountability when you need it
- Quarterly video calls & unlimited emails
- Annual 2 page financial checkup
About Lillian
Bio
Hi, I'm Lillian (but you can call me Lilly)! 👋 Helping you align your money with what matters most is my absolute JAM. I'm a Certified Financial Planner (CFP), but most of my clients refer to me as their life coach, therapist, and partner in crime 😜 I launched my own financial coaching practice after getting fed up with the corporate culture of prioritizing profits over people. I'm big on living a life that you never want to retire from, and my mission is to help people build massive wealth while living the most fulfilling version of their life right NOW!
I Can Help You With
I Enjoy Working With
Personal Stuff
While I currently reside in the desert, I'm a Midwest gal at heart! Born and raised in Wisconsin, I moved to Scottsdale (sight unseen) in 2019. Financial planning is my true calling in life, and when I'm not actively serving my clients, you can find me volunteering as Chair of the Financial Planning Association or speaking at 10+ conferences this year. I strive to live life on my own terms and always encourage my clients to do the same ❤️
Education & Designations
Experience
Reviews
Clients say
Reviewers mention
- Retirement Planning
- Portfolio Reviews
- Investment Guidance
- Budgeting
- Financial Goal Setting
- Asset Allocation
- Portfolio Rebalancing
- Tax Planning
- Roth Conversion Strategies
- Withdrawal Strategies
- Insurance
- Savings Diversification
- Knowledgeable
- Patient
- Thoughtful
- Personable
- Supportive
- Empathetic
- Compassionate
- Nonjudgmental
- Clear Communicator
- Trustworthy
- Professional
- Attentive
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Good positive experience second time.
Again, another wonderful opportunity to talk with Lillian about my up coming retirement plans. Her knowledge makes everything easy to understand to get me moving in the right direction. Thanks again.
Patient, helpful, and smart
Lillian was great. She helped my husband and I realize we were in a position to do more with our money that we thought. At 50 we were ready for an impartial and knowledgeable set of eyes to help review our portfolio with an eye on retirement in 10 year’s time and Lillian offered the advice we were seeking. She helped us re-balance, review our budget, and set goals that feel achievable. She focused not only of “saving, saving, saving”, but on thinking about the life we wanted to live and making sure we were not living in the future, but also making the most of the present. I would recommend her for 'The Plan' to anyone looking to check in on their portfolio and get really helpful insights on where you are and where you want to be.
She’s amazing ! Makes me feel very comfortable ...
She’s amazing ! Makes me feel very comfortable discussing current financial mistakes . Definitely a judgement free zone !
Cannot recommend Lilly enough
Lillian was so helpful and thoughtful. She did not waste time but was very personable at the same time. She helped me feel confident in my retirement plan at age 60. She listened and asked the right questions and helped me make the decisions I was overthinking.
Ms. Turner listened to us very well. Her synops...
Ms. Turner listened to us very well. Her synopsis of our meeting was precise and her advise has been sound. We seek an advisor who can us advise how best to prepare for retirement systematically. After our first meeting, we are optimistic that Ms. Turner can be that advisor.
You Will Love Lilly
Lilly continues to help me in my transition from EJ to Fidelity. She listens to my concerns. She knows my goals. She gives me a timely summary of our "meetings," and leaves me with an action plan to complete. She is very patient with my poor tech skills ;-) I also learned that she is involved in a program (the PRESIDENT!) which allows training for lots of new and young (some older) financial planners which shows me she is interested not only in helping her hellonectarine clients, but in growing future, ethical financial planners. She is smart, easy to communicate with and you will thank your lucky stars you chose Lilly to help in your financial (and life) journey(s)
Worth the money!
We met with Lillian under the Hour plan. She made quick use of the time, answering all of our retirement related questions and doing a high level audit of our current portfolio. I appreciated how she took the time to hear our questions and thoughtfully answered with clear and concise responses we could understand.
Lillian is understanding, calm, & knowledgeable.
Lillian really took the time to listen to all of my crazy questions. She was honest and supportive. I feel much more focused on my goals , clear on what I need to do better, calm about areas I can let go of and worry about at another time. I am looking forward to working with her again.
Valued opinion, worth the time and investment
Lillian was knowledgeable and patient. Very capable of handling variety of subjects. Even with a lot of experience and understanding on the topic, she managed to leave us with a couple nuggets we didn’t think of
Helpful advisor
She addressed all my concerns and gave simple explanations to help me understand investment clearly
Frequently Asked Questions
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.