The ENVISION Method: How Smart Women Get Savvy About Money

GET MOTIVATED TO SET AND MEET YOUR MONEY GOALS WITH OUR DIVERSE TRIO OF INVESTORS.

Meet our investors — Elle, Collins, and Jade — three women whose decades-long friendship sees them through the major milestones of personal and financial life. While the trio are nothing but supportive of each other, they each have very different attitudes toward money. Since their financial backgrounds and perspectives are so varied, they decide to set wealth-building goals and track their progress together. Their plans are as diverse as they are. Elle excels at saving, but needs to become more comfortable with spending and investing. Collins is a big spender who works to improve her budgeting and reign in credit card usage. And Jade is taking steps toward her dream of retiring early.

Their regular meet-ups, while intended to keep each other accountable, not only focus on their funds, but like any group of close friends, touch on major personal milestones familiar to many women — such as raising children, marriage and divorce, and losing a partner. As we follow our investors over the decades, we see them grow when it comes to how they handle their finances, to how they navigate what life brings. Their vibrant stories offer practical advice and motivation for women who want to take charge of their finances, no matter which stage of life they are in.

Lindsey McKay is an owner and principal advisor of McKay Wealth Management. She is passionate about educating and supporting individuals and families who have a desire to be an active participant in their financial lives.

Lindsey has spent sixteen years as an advisor and certified financial planner™ working with clients to bring all aspects of their financial lives together. Lindsey has witnessed the opportunities and obstacles that money can create, observed how emotions can override planning, and cultivated how to help others navigate their own financial circumstances and behaviors.

Her own education and professional career have influenced her financial planning philosophy. Lindsey earned her bachelor's of science in finance from the Stern School of Business at New York University. While attending school, she worked for a boutique venture capital firm and saw firsthand the relationship between risk and reward. After college, time spent on Wall Street created the opportunity to dive into the nuances of financial advising in the finance capital of the world. And most recently she uncovered her entrepreneurial spirit by becoming a second-generation small business owner.

As a member of NextUp, Cetera Advisor Diversity & Inclusion Council, the Estate Planning Council of Seattle, and the Financial Planning Association, Lindsey actively engages in personal and peer growth development.

Lindsey is a travel and food enthusiast living in Ballard, Washington. In her free time, she enjoys running and experiencing the outdoors and finds purpose empowering the leaders of tomorrow as a Girl Scout troop leader.