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I am passionate about financial wellness…

I believe that each of us deserves to live a life free of financial stress and anxiety. I also believe there’s no one-size-fits-all approach to financial health and wellbeing. Which is why I’ve created services that offer personalized support and are customized for your unique situation.


Consulting Services

Financial Wellness Checkup

A personalized 90 minute consultation designed to help you alleviate financial stress and anxiety right now through a holistic review of your financial situation, with tailored recommendations that address your specific financial concerns, challenges and questions.

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The consultation exceeded my expectations. It empowered me beyond what I expected by making the connection of my resources and my values. I feel stronger to respond to persons who may not agree with my choices. I feel safer in my financial situation and future.
The biggest take-away for me is that I now have all I need to make important financial decisions. I am so pleased with the information we covered and it left me empowered to make future decisions.
Madeleine B.

BOOK A FREE INTRODUCTORY  CALL TO LEARN MORE!

This free 20 minute call is an opportunity to discuss your needs and/or concerns and if this consultation is right for you.


Prosperity Planning for Professionals

A personalized consulting package for professionals designed to help you increase clarity on your financial goals, empower you to make financial (and life) decisions with greater confidence and gain greater peace of mind for your financial future, knowing you have the tools you need to achieve your unique needs and goals. 

Providing customized financial plans, cash flow projections and analysis allowing you to prosper in your financial life, so you can focus on what matters most to you, achieving their personal and professional aspirations.

 

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Lisa’s support and expertise have equipped me with the financial clarity, confidence, and peace of mind to channel my energy and creativity towards my professional career aspirations. We started with a financial wellness baseline exercise called “financial freedom framework” that provided me with the tools to align my budget with my life vision and values.
I am so grateful for Lisa’s financial wizardry (the combination of her financial foresight, wisdom nuggets, curated planning resources, and coaching method) and support. I am so excited to continue working with her as I grow and evolve.
Julie B.

Prosperity Planning for Solopreneurs

A personalized consulting package for solopreneurs designed to help you increase clarity on your business and financial goals, empower you to make business (and life) decisions with greater confidence and experience greater ease for your business’ financial future, knowing you have the tools you need to achieve your unique business and life goals.

Providing tailored financial plans, income projections and cash flow analysis allowing you to prosper now and create a powerful plan for the future so you can focus on what you do best, honing your craft and serving your clients.

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The words inspiring and supported come to mind first. I believe that my business is off in a whole new direction and not only in terms of the plan but of my own personal energy and position. I am feeling more empowered and confident. Lisa has a natural and powerful ability to support and listen and inspire.
Tiffany E.

 

BOOK A FREE DISCOVERY  CALL TO LEARN MORE!

This free 60 minute call is an opportunity to discuss your need and/or concerns and if  coaching is right for you.