Hi, I’m Lindsey!
I’m co-owner of Providers & Families Wealth Management, with my husband, Scot. In addition to that, I’m a YNAB Certified Coach*,and a Certified Money Coach®. I became a financial advisor in 2016, starting my career with a major financial planning & investment management firm. Scot and I launched Providers & Families together in 2017 and officially became independent in 2022.
I’m passionate about helping women create a positive relationship with their money, so they can use it as a tool to build their businesses, live their greatest life, and create positive change in the world! One of my specialties is budgeting (that’s how my whole career in financial services got started!) I’ll happily pour through all the nitty gritty details to help someone better understand how their money is being spent.
It might not surprise you that I proudly call myself a budgeting nerd! Beyond that, I’m a crazy cat lady (I think it’s totally normal!) and lover of all things purple. In my free time, you might find me lost in a library book, working on a jigsaw puzzle, baking, or watching my favorite TV show of all time: Friends!
If you’re looking for a financial friend or budgeting bestie, there’s no need PIVOT anywhere else - you found me!
Thanks for checking us out!
You’re likely here because you’re considering hiring a financial advisor (or switching to a new one.) Either way, it’s a big decision, and I know it can be a stressful one, too. I commend you for taking the first steps! It’s an honor you’re considering us.
*I am a YNAB Certified Coach, which means that I have been trained to coach people on using YNAB software and the YNAB method. I have met select requirements of YNAB in order to receive this certification, which means that I have the ability to competently coach YNAB to others. I am not an employee of YNAB, and all non-YNAB related opinions and recommendations are my own. My views do not reflect the views of YNAB and its employees or its affiliates.
Providers & Families Wealth Management is not affiliated with YNAB or the Money Coaching Institute.
Money coaching and YNAB coaching services offered separately by Lindsey Ciarrocca through The Exuberant Elephant, LLC.
Providers & Families Wealth Management is not affiliated with the Exuberant Elephant.