šø Gain clarity and confidence about your finances. š
Individuals with a Financial Coach are
82% more likely to progress
toward financial goalsāŗ
āŗSource: Consumer Financial Protection Bureau
Read more about me:
- B.S. / Masters in Accounting š¤
- Mom of three boys šØāš¦āš¦
- Loves travel š§³ and concerts š¤
You’ll love the peace of mind that comes when you feel CONFIDENT about your FINANCES.
Book a 1-Hour Session to:
- Discuss a personal financial decision
- Address questions or concerns
- Stay accountable and motivated š
TESTIMONIALS
Susan W. “I felt heard, seen, and understood.”
Lisa was so understanding of the emotional issues that were holding me back from achieving my financial goals.
Megan J. “Just a treasure trove of knowledge!”
Lisa shares the best tips and knowledge to take control of your finances and work toward true financial independence. Our one-on-one coaching call was so informative and left me with tools to continue growing and learning.
She is kind and positive, and just a treasure trove of knowledge! Thank you Lisa! We look forward to continued growth and learning with Lisaās help!
Joelle W. “I immediately felt more empowered and capable”
I immediately felt more empowered and capable of tackling tasks Iāve been putting off for years.
Lisa is a wonderful person with so much information to share. She is truly so happy to help others on their financial journeys that it becomes infectious and you find you are excited to learn more!
Anonymous “Incredibly trustworthy and sensitive”
Working with Lisa is empowering.Ā She is always focused onĀ personalizingĀ her counsel and support andĀ was incredibly responsive to my needs. [. . .]Ā Lisa is incrediblyĀ trustworthy and sensitiveĀ while ensuring that what she shares isĀ well-researched, knowledgeable, and tested information.
Iām grateful to haveĀ Lisa and her expertise in my corner, helping meĀ accomplish my goalsĀ and becomeĀ empowered by finances
Anonymous “totally non-judgmental and meets me where I’m at”
Through meeting with Lisa, she helped meĀ gain confidenceĀ and reallyĀ empowered meĀ to manage my money better, so that I can planĀ better for my futureĀ and do more good with my money.
Iāve really appreciated that sheās totallyĀ non-judgmentalĀ andĀ meets me where Iām atĀ with my financial competency and goals. [. . .] She also opened up my eyes toĀ net worthĀ andĀ what my saving/budgeting will help me accomplish in the long run.