Testimonial Category: Financial Coaching

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 …

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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!