For better, for worse — or until you decide to sell
Running a business isn't for the weak stomached or faint of heart. It takes grit and a deep commitment to making it work — especially when times are tough. Like in most relationships, finances are the one thing that typically causes conflict. Your relationship to your business and your employees doesn't have to be this way.
A comprehensive financial plan can help to keep you afloat on your good and bad days. Allowing you to take care of yourself, your team, and the community that you serve.
our comprehensive financial services
- Financial planning
- Income planning
- Investment strategies
- Life insurance
- Long term care
- Tax strategies
- Estate planning
what it looks like to work with us
A short questionnaire starts the process of getting a better understanding of your current financial landscape.
Then we build a baseline plan projected out over the course of your lifetime. Working together we identify risks, areas for growth, or strategies to fit your current life circumstances and goals.
And when life happens – as it always does – we come back together to realign your plan to your desired outcomes.
Best part is it costs you nothing to create your pan – isn’t that great?
We're with you through all of lifes inevitable moments
Hi — I'm Lisa
As your financial fiduciary, everything I do for you is done with you and in your best interest — not mine. Not only am I legally bound to act in your best interest, I’m honored to. I work with a financial team of CPAs, attorneys, and client service professionals to help you navigate all of life's moments.
Even though we can't predict every curve ball life will throw at you, we can at least create a comprehensive financial plan that will help you cultivate the life you want while setting up safety nets to support you when things get bumpy.