Lillian Turner, CFP®, RLP®, CFT™
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
- Investment Guidance
- Portfolio Reviews
- Asset Allocation
- Portfolio Rebalancing
- Budgeting
- Financial Planning
- Goal Setting
- Tax Planning
- Roth Conversion Planning
- Withdrawal Strategies
- Insurance Planning
- Knowledgeable
- Patient
- Kind
- Empathetic
- Thoughtful
- Attentive
- Supportive
- Nonjudgmental
- Approachable
- Trustworthy
- Clear Communicator
- Encouraging
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Lillian was fantastic! We got a lot done in an ...
Lillian was fantastic! We got a lot done in an hour and I will book again in the fututre. She helped me analyze my overall financial picture, made some concrete recommendations for reallocation (and showed me how to do this), and helped me evaluate a big financial decision we are looking in to. My time with her was insightful and motivating!
Excellent long term and short term goals provided
After some major life changes including a move and a new job, I set up another consult with Lillian to make sure I am on the right path. I shared my budget planner prior to and Lillian reviewed and was ready with to provide great recommendations. We reviewed my short term and long term goals and set up a very realistic path for both the present and future. She answered all my questions patiently and with no judgement and I felt very confident with all of Lillian's guidance. I look forward to working with her again in the future.
A dream advisor, Lillian is phenomenal!
Lillian was dynamic. She was engaged and engaging throughout the hour. She was attentive to my needs and answered all of my questions. She made sure I felt confident about the information we were discussing and I was extremely pleased with our conversation and the data she shared with me. I would absolutely recommend her to anyone who is looking for someone to discuss retirement planning or any other financial concerns you may have. I definitely plan to continue to work with Lillian as I get closer to my retirement.
Great listener and asks thoughtful questions
Lillian is a great listener and asks thoughtful questions without making the conversation feel forced. My wife and I don’t have kids, so some of the traditional ideas around planning for the future don’t always fit. She really understood and met us where we are at. We appreciated how collaborative the conversation felt. She helped us think more clearly about what we actually want our life to look like rather than pushing us toward a certain answer. She’s warm, thoughtful, and easy to talk to. I’d highly recommend her.
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)
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.