Southern Colorado: (719) 434-3939
Northern Colorado: (303) 225-0328
Georgia: (470) 936-7330
About Lindsey Turner
Call to Book Appointment
Lindsey Turner
Investor Coach
Colorado Springs
Lindsey Turner is an exceptional husband, coach, leader, and motivator based in Atlanta, Georgia, while also working out of our Colorado Springs office. He strongly believes in the principle that greatness isn’t a prerequisite for service; rather, greatness is achieved through service. Lindsey possesses a rare blend of visionary thinking and proactive action. He can conceptualize ambitious ideas and swiftly turn them into reality, often within hours or days. His driving force is his passion for making a positive impact, whether it’s uplifting individuals, teams, or entire organizations, with the ultimate goal of helping everyone realize their full potential.
In his previous role as Executive Vice President, Lindsey led sales teams and spearheaded growth strategies for various technology firms. Additionally, he dedicated 14 years to overseeing the non-profit organization ELI Project, which he founded. ELI Project now operates in Wales, UK, and Kenya, Africa, organizing events for children with special needs and disabilities. Recognizing the financial challenges faced by these families, Lindsey initiated workshops to impart financial literacy skills specifically tailored to parents of children with special needs.
A significant turning point in Lindsey’s life and career was when he discovered the death certificate of his grandfather, whom he had never met. Learning that his grandfather had taken his own life due to financial concerns deeply affected Lindsey. This revelation prompted him to realign his career path. He transitioned to become an Investment Advisor Representative and currently serves as an Investor Coach with Mathies Financial Partners. Lindsey has taken it upon himself to inspire purpose-driven living and empower individuals to understand and master their relationship with money.
Currently, Lindsey resides in the historic Marietta Square, just north of Atlanta, Georgia, with his wife Melanie and their dog Juliet.
Our Proprietary
MYFIT Planning Process
The MYFIT process is the framework for our service, helping us delve deep into your situation and performing the heavy lifting on your path, freeing you up to focus on what’s important: you and your loved ones. It’s also about so much more than finding the right one-time solution for a single need. It’s about meeting your needs time and time again by tailoring our approach to fit both your financial and your personal life. These are the steps in our proprietary process as we work to discover a strategy to fit you.
MYFIT Discovery Session
In the first phase of our process, we open an honest conversation about the present and future of your finances. Our goal is to ensure you’re comfortable talking about your goals and your circumstances, and we bring a shame-free approach to the initial consultation. It’s about finding a path, and we want to give you the map you need to navigate toward that perfect retirement.
MYFIT Analysis & Risk Assessment
Once we’ve gathered all the facts, we get to work by putting our heads together, analyzing different methods of growth and protection, and assessing your tolerance for risk. This is a brainstorming phase to find the solution we think puts you in the best possible position to succeed. We also customize your plan to you and your needs, finding the right fit for your unique objectives.
MYFIT Plan Design
At this point, we think we have a good idea of your goals and the approach we’re going to use to help you pursue them. For us, this is the most exciting phase, as we get to introduce that plan to you and show you how why we’re passionate about our jobs and why we believe we can guide you toward your ideal retirement. Your plan is built to fit you, and it’s never “one-size-fits-all.” It’s as unique as your fingerprint.
Discipline Implementation
Finally, we have to practice what we preach. We begin to take the proper steps to implement the plan we’ve designed, and we create a clear outline to follow that plan and adhere to its individual pieces. This phase also includes the ongoing maintenance of your plan as we adjust and adapt to any circumstances that might be presented to you, whether they come from internal or external factors.
Meet the Team
Above anything else, our team is here for you, and we use decades of experience in the financial position to seek out solutions we believe will put you in the best position to succeed. We also consider ourselves a family, and we’re excited about the opportunity to welcome anyone into our firm with the same openness and acceptance we show our loved ones. We encourage you to meet our entire team and get to know us, and we look forward to the opportunity to take this journey with you.
Have a Question?
We have answers! Fill out our form below, and we will contact you. We look forward to starting a partnership and giving you direction to reach the retirement and the lifestyle you deserve.
Contact Us
Southern Colorado: (719) 434-3939
Northern Colorado: (303) 225-0328
Georgia: (470) 936-7330
info@MathiesFP.com
We Want to Help You Reach Your Goals
Call to Book Appointment
Southern Colorado: (719) 434-3939
Northern Colorado: (303) 225-0328
Georgia: (470) 936-7330
