Frustrated with your lack of financial progress?
Not confident about your financial plan?
Helping people improve their FINANCIAL FUTURE is my PASSION.
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.
Individuals with a Financial Coach are 82% more likely to progress toward financial goals⁺
⁺Source: Consumer Financial Protection Bureau
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 to CONTINUE with an additional coaching session:
- 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 helped walk me through different methods of budgeting, looking line by line at budget categories each month. 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. She also encouraged questions and would always do further learning, if needed, to answer them. 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.
Benefits of Financial Coaching
Financial coaching is about taking a BALANCED approach to money management.
- PROGRESS towards your financial goals FASTER and more EFFECTIVELY (e.g. sending kids to college, quitting your job, early retirement, starting a business)
- Build WEALTH
- Learn how to PROTECT your assets
MENTAL / EMOTIONAL WELLNESS–It’s not JUST about money!
- PEACE OF MIND and CONFIDENCE that comes from actually UNDERSTANDING your finances.
- IMPROVED RELATIONSHIP with your partner (learn strategies for setting up a system and mindset to have PRODUCTIVE FINANCIAL DISCUSSIONS).
Want to know more about me?
- Former tax accountant
- Mom of three boys
- Lifelong nerd
- Obsessed with travel and concerts
For Do-It-Yourself People
Manage your financial empire (check your investments, plan for retirement from one place–for FREE: A Financial Dashboard at Personal Capital. That’s what I personally use and recommend! If you want to hear me rant about it a bit more, check out this article.