don't create a financial plan based on "shoulds"
We get it — it can feel really overwhelming thinking about your finances. Because there are so many options and ways in which you can see your life going. So many pieces of "advice" and opinions around how you "should" invest. It's hard to really know what to do.
Every dream deserves it's own plan for how to get there — work with us to help you forge your own path.
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 plan – 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.