Are we right for you?
We deliver the greatest value to those whose financial needs align with our expertise.
And you want to:
|Feel stressed, anxious, worried||Feel calm, secure, and energized|
|Live according to the whims of the stock market, unsure of what your portfolio can afford to lose||Know exactly how much you can afford to lose and what to do in a worst-case scenario|
|Are exposed to potential conflicts of interest||Have financial products tailored to your needs|
|Are confused||Find clarity|
|Are easily swayed and unsure of what you really need||Take back control|
|Don't question how you manage your money||Be fully aware of your financial reality|
|Feel unable to take charge of and understand your finances||Take full control of your investments, right here, right now|
|Don't know how to evaluate or improve your current advisor's work||Build a transparent and straightforward partnership|
|Invest based on speculation, increasing the risk of error and uncertainty||Invest using academic research, not forecasting|
|Pay high fees or expensive financial products||Save between 1% and 3% compared to a traditional portfolio|
|Buy into the financial myth||Break free of misinformation|
Does this sound like you?
Schedule a free 30-minute phone call.
Want to know more? Our clients are willing to share their experience with you!
Contact us and we'll put you in contact with one of them!
"With Lyra, I feel safe. They make finance accessible for me, they help me take the good decisions. Their tools are accurate and educational." E.A.
"We both feel that with this help, we can spend our time doing what we love and are best at... working with children, planting gardens... and still feel that we are being responsible about finances." C.d.W.
"It's the first time a financial advisor has actually taken me into account! My life, my hopes, my future..." J.L.
"Each meeting is most inspirational, creating a feeling of relief overall." E.R.