Menu
Menu
Menu
I’m your confidante when it comes to money. I take the shame and guilt out of talking about money, and help you feel confident about building wealth.
I’m an Accredited Financial Counselor® and Personal Finance creator with formal education in financial planning. Looking for a financial coach? I currently offer 1-on-1 services.
Have you purchased services before? Click here to access your portal.
My goal is to guide you through YOUR journey. This means I’ll help you improve your finances regardless of where you’re currently at.
I do this by providing financial education and guidance specific to your unique needs, goals, and financial situation. You’ll incorporate the 8 Financial Foundations you need for financial security & wealth.
Money can cause stress & be difficult to talk about. With me, you’ll be able to be vulnerable and open. Shame, guilt, and negative energy are NOT my style. 🚫
(Click image to enlarge)
Our services are considered to be financial coaching, counseling, and education. This means we do not provide legal, tax, or investment advice including, but not limited to suggesting financial products, specific securities to purchase, insurance policies, advice regarding wills and trusts, tax strategies, and other areas. We hold ourselves to the fiduciary standard, and will guide you with educational information & professional recommendations when specific areas require further support.
If we determine coaching is a good fit, we’ll begin the onboarding process! This requires administrative tasks such as collecting payment, a few signatures, and information about your finances.
Bi-weekly meetings to get you on track towards building wealth! Specifically, we’ll address YOUR financial priorities. You’ll also receive:
Answers to your common questions!
We know, it’s a paradox. You want to improve your money situation, but don’t have the money to do so. If you’re in this boat, start with our free resources and sign up for our mailing list. Once in awhile, Lissa gives out free sessions!
While Lissa can support your education and help you build the foundations you need before investing, she is not a licensed investment advisor and cannot tell you where to invest your money.
If you have money you’d like to invest, our recommendation is to work with a CFP®. You can search for one here.
Lissa is an Accredited Financial Counselor® and personal finance educator. She is not licensed to give legal, tax, or investment advice.
Lissa also has a proven track record of success, having grown her social media following with useful (and non-scammy!) financial education and resources.
This is a great question. It isn’t always straightforward to know what financial professional(s) you need!
Financial coaches review your finances and help guide you with your money goals. They do not need to hold any financial certifications. Think of them like a fitness coach — their role is to guide you with support and accountability.
Financial counselors typically have the same skillset as financial coaches and in addition, they provide financial recommendations to help you in specific problem areas. This includes, but is not limited to paying off debt, improving your credit, managing your money, and learning the basics of investing from an educational standpoint. Financial counselors do not need to hold certifications but those with an AFC® act as fiduciaries meaning they’re committed to doing what is best for you.
Financial advisors work with clients who have assets to manage and invest. The term “financial advisor” is used broadly across different areas of finance such as investing, insurance agents, etc. To work with a financial advisor who has to act in your best interest, and who reviews your entire financial situation to do so, look for someone with a CFP® credential.
