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I am passionate about financial wellness…

I believe that each of us can have clarity, confidence and peace of mind in our financial lives. I also believe there’s no one-size-fits-all approach to financial health and wellbeing. Which is why I’ve created consulting and coaching services that offer personalized support and are customized for your unique situation.

Consulting Services

Financial Wellness Checkup: Helping professionals strengthen their financial wellbeing so they feel empowered to live their most authentic, fulfilling and prosperous lives.

I believe you have, all that you need within you to make important financial decisions and live a life free of financial stress and anxiety. Which is why I’ve created the Financial Wellness Checkup consultation.

Consultation length: 1.5 hours 


  • Personalized one-on-one consultation tailored to your specific financial situation, held via Zoom
  • Personalized financial wellness recommendations, so you can thrive financially

Outcomes and Benefits:

  • Strengthen your financial wellbeing through deeper awareness of your current financial situation
  • Gain peace of mind by clarifying your unique definition of financial health and wellbeing
  • Alleviate financial stress and anxiety right now
  • Enhance your ability to make future financial decisions with clarity and confidence

Additional Support Services:  Tailored cash flows designed for your unique aspirations

  • Align your savings and spending with your unique personal goals
  • Build scenarios for significant financial decisions or life transitions
  • Forecast your unique long term savings and spending strategies
  • Prepare tailored projections for retirement years
ip_testimonial-quote “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.

ip_testimonial-quote “Before working with Lisa, I was not sure if I was thinking about the right things regarding my financial health. I was not sure what numbers I needed to put together for a key financial decision I was looking to make. Lisa’s approach and experience put me at ease, gave me peace of mind, and allowed me to relax and focus on what really mattered to me. She helped me gain clarity around what I really wanted for the next season of my life.”

Terry J.



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

Coaching Services

Financial Wellness Coaching Program: Helping professionals achieve greater clarity, confidence and peace of mind in their financial lives so they can successfully move through seasons of uncertainty, change and transition and embrace a fulfilling new chapter in their lives.

I believe that every new season in life, whether intentionally designed or not, is an incredible opportunity to embrace what matters most to you, and that you don’t have to go it alone. That belief is why I’ve designed this 12-week coaching program: to support incredible professionals just like you, in successfully embracing your next great chapter.

Program length: 12 weeks


  • One-one-one coaching and personalized support
  • 12 weekly Zoom one-on-one coaching calls, 60 minutes each
  • The Financial Freedom Framework, designed to give you clarity, awareness and confidence
  • Personalized blueprint to successfully transition to your next great chapter

Outcomes and Benefits:

  • Deepen your understanding of what is most important to you, in order to successfully embrace your next amazing chapter
  • Increase clarity and focus in your financial life, creating more time, energy and money to reinvest in what matters most
  • Breakthrough obstacles and roadblocks that have been holding you back, enabling you to boldly say YES! to your next great chapter
  • Create financial wellbeing confidently on your terms
  • Gain freedom and flexibility in making financial decisions, knowing you can handle any challenge or setback along the way to your next great chapter


ip_testimonial-quote “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.

Lisa and I also worked through limiting beliefs I was not consciously aware of and behaviours that were holding me back from achieving goals I had set for myself. The benefits I gained branched out to all areas of my life, including health, relationships, and professional goals. With the shift, I realized just how much time and energy I spent worrying about my finances and trying to process the vast amount of advice available, rather than the areas of my life that bring me joy and fulfillment.

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.

ip_testimonial-quote “Lisa is an amazing and powerful coach!  Lisa was able to help and support my goals for financial freedom by asking powerful questions, guiding me in the right direction and helping me set up a plan. I am truly lucky for all of our sessions together with her friendliness, wisdom and effective techniques. I highly recommend Lisa as you will not be disappointed!”

Pamela S.

ip_testimonial-quote “The biggest change I’ve experienced since working with you is clarifying what my true life values are and feeling free to spend my money accordingly. There was no guilt, no comparison, no more pressure on myself to design my life around what others expect of me. I’ve experienced true freedom and joy from applying what I’ve learned from your coaching!

The best part of working with you was how organized you were with each session. You kept us focused and efficient, utilizing our time together extremely effectively, while not feeling rushed at all. I also really appreciated the recap emails you sent so I knew how to apply what we discussed moving forward!

If a friend was thinking of working with you, I would tell them it will be the best investment they will make for themselves all year!! Not only for their finances but their peace of mind in making life decisions based on their values!”

Colleen R.

ip_testimonial-quote “Hiring Lisa as a coach was without a doubt a pivotal point for me. Lisa’s approach to coaching is not just about finance, but takes all my goals in life into account so I could make some wise decisions as I start my second career.  She listens exceptionally well, encourages, and emphasizes having fun along the way. She is professional, thoughtful, grounded and real.

I would recommend Lisa to anyone who wants clarity, balance and truth in their life, new career, business, or retirement.  The questions she asked helped me gain peace about my future and my decisions.

She guided me in understanding the difference between financial goals I thought I wanted and goals that were connected to my values and dreams and passions.”

Lori R.


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