Do you want to make more progress toward your financial goals?
Want to feel more confident about your financial plan?
Individuals with a Financial Coach are 82% more likely to progress toward financial goals⁺
⁺Source: Consumer Financial Protection Bureau
SCHEDULE YOUR COACHING CALL LET'S MAKE A PLAN!
You’ll love the peace of mind that comes when you feel CONFIDENT about your FINANCES.
Save & Invest. Worry less – Live more. Make the world a better place.
Step 1: Purchase an INITIAL FINANCIAL COACHING SESSION so we can CREATE A PLAN
- The initial financial coaching session is when we develop your personal financial plan.
- Discuss your financial goals and concerns
- Start solving one of your financial issues
- Let’s dive in and get some stuff done!
“Thank you so much for the chat last night. I immediately felt more empowered and capable of tackling tasks I’ve been putting off for years”
–Joelle
Step 2: OPTIONAL: Start a particular Financial Coaching Program (e.g. Debt-Payoff, Setting and reaching Financial Goals, etc.)
- At any follow-up meetings we will:
- Learn a new finanical skill
- Assess progress (celebrate wins!) 🙌
- Stay accountable and motivated! I’ll be that angel on your shoulder helping you make GREAT financial choices to reach your life GOALS.
- Address any questions or concerns
- Adapt plan as needed
SCHEDULE YOUR COACHING CALL LET'S MAKE A PLAN!
QUESTIONS?
Message me on Instagram or Facebook.
Testimonials from clients
“I’ve always struggled with making and keeping a budget – I call it the “b-word”. Through meeting with Lisa, she helped me gain confidence and really empowered me to manage my money better, so that I can plan better for my future and do more good with my money. I’ve really appreciated that she’s totally non-judgmental and meets me where I’m at with my financial competency and goals. [. . .] She also opened up my eyes to net worth and what my saving/budgeting will help me accomplish in the long run.“
“Working with Lisa is empowering. She is always focused on personalizing her counsel and support and was incredibly responsive to my needs. [. . .] Lisa is incredibly trustworthy and sensitive while ensuring that what she shares is well-researched, knowledgeable, and tested information. I’m grateful to have Lisa and her expertise in my corner, helping me accomplish my goals and become empowered by finances.“
Want to know more about me?
Spoiler alert:
- Former tax accountant 🤓
- Mom of three boys 👨👦👦
- Obsessed with travel 🧳 and concerts 🎤
For Do-It-Yourself People
Manage your financial future (check your investments, plan for retirement from one place–for FREE: A Financial Dashboard at Personal Capital. I personally have been using their tools since 2014. If you want to hear me rant about it a bit more, check out this article.
Calculate your NET WORTH. Get your FREE, secure Financial Dashboard. 🙌
Not ready for coaching, but still want to improve your financial future?
Improve your BUDGETING & INVESTING! Join the FREE #MoneyFitChallenge