My Services
Looking for financial advice with a small bank balance? Perfect! I offer hourly financial advice, financial coaching, and affordable financial plans for individuals and small businesses. We’ll work together to create and maximize your budget, prioritize retirement, buying a home, or other financial goals, and implement a practical plan to pay off debts.
Because EVERYONE Deserves to Have A Secure Financial Life.
My Services
Looking for financial advice with a small bank balance? Perfect! I offer hourly financial advice, financial coaching, and affordable, flat-fee financial plans for individuals and small businesses. We’ll work together to create and maximize your budget, prioritize retirement, buying a home, or other financial goals, and implement a practical plan to pay off debts.
Because EVERYONE Deserves to Have A Secure Financial Life.
Things I Can Help You With
Cash Flow & Budgeting
Medical Expense Planning
Debt Management & Strategy
Saving To Buy a Home
Investment Education
Educational Savings Accounts
Retirement, 401K, & Roth IRA
High-yield Savings Accounts
Changing Career Paths
Affording Long-term Care
Tax Planning for SMB
Paying Off Student Loans
Estate Planning
Emergency Fund Planning
Credit Card Debt
Caring for Aging Parents
Services & Pricing
financial Coaching & mentorship
COST: $90 per hour
WHAT YOU’LL GET: A casual, no-pressure, judgment-free financial coaching session focused on your short-term financial needs, goals and processes.
WHO IT’S FOR: Ideal for those just starting out with personal finances or those who want to use their money wisely day-to-day.
Comprehensive Financial Planning
COST: $250 hour. Plans will take between 8-15 hours depending on complexity.
WHAT YOU’LL GET: A holistic, comprehensive financial plan focusing on both near-term and long-term goals.
WHO IT’S FOR: Comprehensive financial plans are a financial health checkup based on what is most important to you, your family, or your small business. We will set actionable goals, analyze cash flow, optimize your budget and savings, and deep dive into topics like retirement planning, education planning, investing, tax planning, insurance coverage, and estate planning.
Goal-focused Financial Planning
COST: $250 per hour; estimated hours depend on project complexity.
WHAT YOU’LL GET: A financial plan tailored to a specific, usually short-term goal or financial concern.
WHO IT’S FOR: Individuals, families, or small business owners who have a specific financial goal or financial concern to address, such as buying a house, saving for retirement, or paying off debt.
"Talk Money with Lisa" Q&A Session
COST: FREE
WHAT YOU’LL GET: All of your most burning financial questions answered.
WHO IT’S FOR: Sometimes it’s good to have a place to be able to ask financial questions and get answers. That’s what this is! Each month, I host a virtual group financial planning Q&A session that’s 100% FREE to join. While Talk Money with Lisa doesn’t take the place of specific-to-you financial advice, it can help you build financial literacy.
The Financial planning process
CONSULT
We'll meet for a free, zero-pressure initial discovery call to see if I'm the best fit for your needs. We'll discuss your financial mindset, goals, and the financial planning services that may be the most impactful for you.
DISCOVERY
This is where we’ll take a deeper look at your values and life priorities and how they're reflected in your finances. I may request bank and loan statements, past tax filings, and other financial documents.
PLANNING
I'll take the financial information we have gathered together along with the discussions we have had about your values, priorities and goals and put together your comprehensive or goal-focused financial plan.
REVIEW
Once you've had time to look over your new financial plan and write down any lingering questions, we will meet to review your plan. I always want my clients to fully understand their plan and how to effectively execute it.
SUPPORT
After we review your comprehensive or goal-focused financial plan, I am always available to help translate the plan into action. This could be a joint call with your bank, a referral to an insurance broker, or a check-in on cash flow.