“I highly recommend Lisa as a financial coach. She has given me excellent advice - especially about my 401k. The quarter after I switched my 401k into the funds Lisa recommended, it literally earned several thousand dollars. I was incredibly impressed. Lisa also helped me organize, what felt like “the chaos” of my finances and she gave me some really great tips. Lisa is very knowledgeable about financial matters and really cares about helping people.”
“I have a goal to retire from teaching in 8 years. Even though I have a good “retirement plan” in place, I want to make sure that I am as financially independent as possible by then so I can enjoy golfing, travel, and for peace of mind. Sometimes looking at my current finances I get overwhelmed and doubt that I can reach my financial goals.
If you have these same doubts, then you need to contact Lisa about coaching you to reach your financial goals!"
“Lisa is an astute and inspirational financial coach as well as a patient teacher. The combination of these abilities makes her a person that you want as your guide in the finance world. She walks you through the steps you need to obtain financial independence."
“Lisa is excellent at teaching financial independence. Lisa is smart, and her knowledge has been used by many, including me. She is constantly educating herself and teaching the best to others. Financially, she is one of the best around!”