About
Lindy Wealth is an independent financial planning firm based in Los Angeles and founded by Ben Stauffer, CFP®. We help people bring structure and clarity to their financial lives.
About
Lindy Wealth is an independent financial planning firm based in Los Angeles and founded by Ben Stauffer, CFP®. We help people bring structure and clarity to their financial lives.
Services & Pricing
Ongoing Financial Planning
For individuals and families looking for a long-term financial partner
* Based on complexity
* Billed quarterly in advance
* +0.35% AUM (optional)
Services & Pricing
Ongoing Financial Planning
For individuals and families looking for a long-term financial partner
* Based on complexity
* Billed quarterly in advance
* +0.35% AUM (optional)
Process
1. Introduction
We'll discuss your goals, current situation, and see if we're a good fit to work together.
2. Deep Dive
A comprehensive review of your finances, goals, and priorities to understand your full picture.
3. Engagement
We'll formalize our working relationship and begin the planning process.
4. Planning & Investment Implementation
Create your personalized financial plan and implement the investment strategy.
5. Ongoing Management
Regular monitoring, updates, and adjustments to keep your plan on track.
Process
1. Introduction
We'll discuss your goals, current situation, and see if we're a good fit to work together.
2. Deep Dive
A comprehensive review of your finances, goals, and priorities to understand your full picture.
3. Engagement
We'll formalize our working relationship and begin the planning process.
4. Planning & Investment Implementation
Create your personalized financial plan and implement the investment strategy.
5. Ongoing Management
Regular monitoring, updates, and adjustments to keep your plan on track.
Get in Touch
Let's explore how Lindy Wealth can help you navigate your financial journey with confidence. Schedule a call or send us an email to get started.
Get in Touch
Let's explore how Lindy Wealth can help you navigate your financial journey with confidence. Schedule a call or send us an email to get started.