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.
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