top of page

Committed to Excellence in Service

Lynn Phillips, CFP is the Senior Planner at Navi Consulting. Her diverse background, which includes financial planning, project management and training administration, has enabled her to become a well-rounded, strategic planner who is able to coach and advise in a range of areas. 

Lynn has worked in finance for over 24 years; her experience includes personal financial planning, government finance and banking. Lynn's passion lies in helping people achieve the goals they didn't think they could reach. Because she particularly enjoys the analytical aspect of financial planning, Lynn has developed the skill to find alternative solutions for clients and help them develop actionable strategies. She has built a reputation for being a highly strategic analyst with the ability to find creative solutions to problems.


bottom of page