“Working with Lisa has been one of the most pivotal decisions I have made both personally and professionally. Lisa has really helped me understand my personal habits and didn’t try to change who I was, but lean in and make better decisions on my personal spending habits. Professionally, she has taught me SO much and given me confidence for understanding my business financials. She has been an amazing CFO and money coach and my business is on its way to hit 7 figures next year and I’m almost completely out of credit card debt.”
Owner, First Choice Insurance Agency