💸 Gain clarity and confidence about your finances. 🙌
Individuals with a Financial Coach are
82% more likely to progress
toward financial goals⁺
⁺Source: Consumer Financial Protection Bureau
- B.S. / Masters in Accounting 🤓
- Mom of three boys 👨👦👦
- Love travel 🧳 and concerts 🎤
Why I LOVE Financial Coaching
Step 1: Schedule a
At your Discovery Session, we’ll:
- Develop your Personal Financial Plan
- Discuss your financial goals and concerns
- Start solving your financial issues
- Discover your best path forward
RESULT: You’ll leave your sessions feeling CLEAR, CONFIDENT, and MOTIVATED about your financial future. 🙌
GOOD NEWS: 90% of my clients find the Discovery Session alone
is all they need to accelerate their financial progress.
You’ll love the peace of mind that comes when you feel CONFIDENT about your FINANCES.
Step 2: (OPTIONAL) Follow-up Financial Coaching Session(s)
After completing a Discovery Session, clients are eligible to schedule follow-up coaching sessions.
Ongoing clients schedule follow-up meetings to:
- Make a major financial decision
- Solve a tricky budgeting issue
- Adapt their financial plan for major life changes.
- Stay accountable and motivated to make faster financial progress!
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 Lisa’s help!
Joelle W. “I immediately felt more empowered and capable”
I immediately felt more empowered and capable of tackling tasks I’ve 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. 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
Anonymous “totally non-judgmental and meets me where I’m at”
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.
Prefer to DIY?
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 rave about it, check out this article.