Creating and Maximizing Your Budget
Organizing Your Paperwork and Finances
Preparing for a Home Purchase
Developing Your Goals and Strategies
Planning and Executing with Your Spouse or Significant Other
Understanding Multiple Streams of Income
Whether you are looking for a group class or one-on-one coaching, my role is to help you develop your “why”, see (and fill) gaps in your financial knowledge that may be holding you back, put together an action plan, and provide support and accountability as you begin to move toward your goals. You might already have a budget in place, and that’s great! I will help you take what you have and maximize it as you build toward your future. On the other hand, you might be struggling with basic financial literacy. I will meet you where you are at and equip you to take the next steps - whether that means helping you prep for your first financial advisor meeting, creating a plan to help you pay off debt, or be an accountability partner for you and your finances.
New Client Meeting
Before getting started, let’s see if it makes sense to work together! Every potential new clients starts with a free 25-minute phone consultation that will give you at least one tool, step, or idea to consider.
Once we know it’s a good fit, the next step is the New Client Meeting. Once scheduled, you will receive an email of items you can prepare for our meeting in order to make this the most beneficial use of your time. We will discuss overarching financial and life goals, as well as get a clear idea of where you currently are along with next steps to get you moving in the direction of where you want to be.
New Client Meetings are 50 minutes in length and cost $50 (applied to the next meeting if scheduled within the next 30 days)
To schedule your New Client Meeting, Click Here.
Subscription Financial Coaching
Two things I’ve learned over the years is that making a change in how you handle finances takes time and that getting quality help is important regardless of your income. For that reason, my primary way of working with clients is a subscription financial coaching model. With this, you’ll be able to contact me via email at any time, as well as set up calls (phone or video) as you need more in-depth help. You’ll be given the tools you need, great resources, and the accountability and coaching you are looking for each step of the way.
The monthly fee for this coaching is 1.5% of your monthly income with a $50/month minimum.
Lisa will send you the registration/payment info once you’ve had your New Client Meeting. To schedule a meeting as a coaching member, Click Here or email Lisa for additional availability.
Hourly Financial Coaching
Consistency in coaching is very important. If you are looking for semi-annual or annual meetings, these will help you define your goals and direction, and set up milestones for the upcoming months. Coaching will start with a New Client Meeting, and future appointments can be scheduled through this option.
Given the different nature of these meetings, Hourly Financial Coaching meetings are 75-90 minutes in length and cost $150.
These meetings do not include email/phone support between meetings.
If you’ve had a New Client Meeting with Lisa and want to schedule a coaching session, Click Here or email Lisa for additional availability.