Lisa Junghahn is a CFP-designated registered investment advisor at Cycle Financial Planning LLC, based in Santa Monica, CA, with 3 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
Cycle Financial offers an annual subscription for ongoing personal financial planning services. For $2800 per year, clients receive updates on taxes, investment rebalancing, and guidance on life changes.
- Comprehensive Financial Plan (Full Path) - $3500 for a guided path that clients can use for years to come. This option is for clients with no prior experience in financial planning and includes more time for information gathering and implementation guidance.
- Comprehensive Financial Plan (Check-In) - $2100 for clients who have a plan and want to check in with a professional.
- Hourly Financial Planning - $375 per hour for a stand-alone financial planning consultation based on an analysis of the client's discrete goal.
Contact
Lisa Junghahn
Location
Santa Monica, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cycle Financial Planning LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Lisa is a Certified Financial Planner™ professional and a Registered Investment Advisor. She started Cycle Financial Planning to help others gain a sense of clarity when it comes to making sure they are on track to pay off that mortgage while saving for their retirement, kids’ education, and dreams.