Back
Lillian Turner, CFP®, RLP®, CSLP®

Lillian Turner, CFP®, RLP®, CSLP®

Financial Planner

The Hour

  • Ask a financial advisor anything about investing in one hour
  • No commissions, products, or sales pitch
$250one time
Next Available: 8/25/2026 5:00 PM
View Availability

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
$3,500one time
Next Available: August 2026

The Ongoing

  • Ongoing support and accountability when you need it
  • Quarterly video calls & unlimited emails
  • Annual 2 page financial checkup
$300/ month
(billed $900 every three months)
10/10 spots available!
Which service is right for me?

About Lillian

213
The Hour meetings
14
The Plan engagements
5.00
average review

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

401k rollover
Budgeting
Charitable giving
Debt management
Faith based investing
Getting started with investing
Insurance
Investing for kids
Portfolio review
Social security

I Enjoy Working With

Business owners
Child-free
FI/RE
LGBTQ+ Community
Military/Veterans
Millennials / Gen Z
Pre-Retirees
Teachers & educators
Widowed Spouses
Young couples

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 and take full advantage of the gorgeous weather in the winter. Financial planning is my true calling in life, and when I'm not actively serving my clients, you can find me volunteering with the FPA, teaching financial literacy to high school students, or working on my new book ("Get Rich Slow"). Oh, and planning my dream wedding (12/6/25)!!

Education & Designations

Registered Life Planner (RLP)
Since 2024
Certified Student Loan Professional
Since 2022
University of Wisconsin - Milwaukee
BBA in Finance - 2019
CERTIFIED FINANCIAL PLANNER™
Since 2021

Experience

Founder & Financial Planner
Daring Greatly Wealth
2024 – Present
Financial Planner
Experience Your Wealth
2023 – 2024
Lead Advisor
Brighton Jones
2021 – 2023
Client Specialist
Robert W. Baird
2017 – 2021

Loading reviews...

Frequently Asked Questions

You can ask anything related to investing or personal finance! We are here to help you put your money in the right places so you can reach your financial goals.

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.

Yes, you can reschedule or cancel up to 24 hours before your appointment. Just click the reschedule link in your confirmation email or in your Nectarine account.

Yes, the meeting can be recorded for your records and made available in your Nectarine account shortly after your meeting. You can request for the recording to be turned off at any time or message us or your advisor before your meeting to request that the recording is never turned on. You can also request for the recording to be permanently deleted at any time.

We are confident that you will have a great experience, but if it did not meet your expectations just let us know & we'll refund 100% of your money. We're trying to make you rich, not sell you junk!
The endorsements displayed on this Website have been provided by clients who have completed an engagement with an Advisor. No compensation was paid for any endorsement and the endorsements may not necessarily be representative of all Nectarine experiences.
Lillian Turner, CFP®, RLP®, CSLP® — Fiduciary Financial Advisor | Nectarine