We blend banking knowledge with a sense of order.

A native of Charleston, South Carolina, Lynn Plait has been naturally organized from childhood. Following a 21-year career as a senior officer with a major financial institution, Lynn realized that her passion lay in helping others sort out and manage their finances efficiently. Drawing on her background in banking and her degrees in sociology and social work, she launched Financial Order in 2001.

Financial Order is a fee-based firm dedicated to making your financial life stress-free and manageable.  We do not sell any investment or insurance products. Our focus is on providing independent confidential advice, and secure, reliable service.

Contact us today…you’ll see why so many people rely on us as a valuable member of their financial services team.

Lynn's Professional Training and Affiliations

• Certificate, Foundations of Financial Planning
• Member, National Association of Professional Organizers
• Member, American Association of Daily Money Managers