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
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: 30 Minute Consult (FREE)
- Discuss your financial goals and concerns
- Get to know me and my coaching style
- Start solving your financial issues!
- This is not a sales call — 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, after her free 30-minute coaching session
Step 2 (Optional): Purchase a full coaching session
If you decide you want additional coaching sessions for continued accountability and improvement:
- Future financial coaching sessions are available for $99 per 55-minute session.
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 nonjudgmental 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 trust-worthy 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?
- Former tax accountant
- Mom of three boys
- Obsessed with travel and concerts
For My 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.