Founded: November 11th, 2022

Designations:

• Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA®) – What it means: This designation equips advisors to handle the complex financial lives of high-net-worth professionals, especially those in sports and entertainment who face unpredictable income streams, sudden wealth events, and shortened career spans. It covers advanced topics like tax strategies, trusts, cash flow, retirement benefits, and estate planning.
• Certified Retirement Counselor® (CRC®) – What it means: The CRC credential is focused squarely on retirement—both saving for it and managing income once you get there. It’s independently accredited and constantly updated to reflect the latest in retirement planning. It also requires adherence to a strict code of ethics.
• Board Certified Coach (BCC) – What it means: The BCC credential is all about professional coaching excellence. It signals that Lisa has met strict education and training requirements, passed a rigorous exam, gained hands-on experience, and committed to ongoing professional development and an enforceable code of ethics.

License(s) and/or Registration(s):

• FINRA – Registered Investment Advisor

“Are you currently involved in a lawsuit with a client? If so, please describe the lawsuit in detail.”- No

“Have you been in a previous lawsuit with a client? If so please describe the lawsuit in detail.” – No

“Are you currently involved in a regulatory action with your regulatory agency? If so, please describe the lawsuit in detail.” – No

“Have you been in a previous regulatory action with your regulatory agency? If so please describe the lawsuit in detail.” – No

 

Describe your firm in your own words and the types of clients that you typically work with:

Independent, professionally accomplished women: If you’ve already sat across from a big-firm advisor who spoke to your husband instead of you, moved your money to the robo-account, downloaded the app that color-codes your spending, and still feel a low hum of worry every time you open the statement, that’s the exact gap I close.

How are you compensated for your work? List your compensation methods out in detail:
.8% of Assets Under Management Annually – reduced to .48% for My Financial Coach Referrals
$300/month = $3600/year Financial Planning Fee for Direct Clients
$498 Financial Freedom Package for a Quick Hit Solution Package for 1-2 Financial Concerns

What is the one standout detail about your firm that clients find with your firm that they have not found elsewhere?:

I built real wealth inside Facebook, Accenture, and Barkbox before I ever built a plan for another woman. Twenty-four years in, I left to become the advisor I wish had been sitting across from me when I sought out advice and direction.
I am a single 52 year-old woman who understands the pressure of handling wealth building and future planning independently.