Hi, I’m Lisa.
I am here to support you in becoming the financial POWERHOUSE you were born to be!
I’m a money coach, mentor, and unshakeable optimist, driven to help savvy women like you take charge of your financial destiny. My mission is simple but bold: to empower women to become the financial leaders of their lives. I’m here to show you how to break free from limiting money beliefs, make smart financial decisions, and live life on your terms.
With me by your side, you’ll gain the confidence to watch your savings grow, stay on top of your bills, and—most importantly—spend guilt-free, knowing you’re building wealth and enjoying your life at the same time.
I’ve been coaching, mentoring and advising for over 25 years.
My Story
If you’re truly ready to change your life, I’m here to guide you every step of the way. For over 20 years, I’ve been helping women like you take control of their financial futures and transform their lives. My journey has taken me from working as an academic advisor, to advising high-net-worth individuals as a financial expert, and now, as a certified Neuro-Linguistic Programming (NLP) trainer and money coach, I’m fully dedicated to empowering women to get their financial lives on track.
What qualifies me to help women like you isn’t just my professional background—it’s my personal journey. I didn’t always have it all figured out. In fact, I came close to losing everything. But over the past decade, I’ve learned what it really takes to turn financial dreams into reality. Spoiler: it’s not about flashy Instagram lifestyles with beaches and unicorns.
Instead, it’s about using the right strategies to build lasting wealth in a way that aligns with your values and life goals.
With my combined industry expertise and hard-earned life lessons, I help my clients break free from shame and guilt around money. Together, we reprogram your money mindset so you can spend smartly, build wealth, and still enjoy your life—without the suffocating feeling of strict budgets.
I get it because I’ve been there. It wasn’t until I nearly went broke as a financial advisor that I realized I had to make serious changes. Growing up blue-collar, I didn’t dream of Ferraris or mansions. I wanted something more meaningful: financial security, peace of mind, and a future where my son could grow up without worrying about money like I did. Simple, but powerful goals—ones that resonate with many of the women I work with.
In 2016, I left my career as a financial advisor to become a personal finance coach for women. As soon as I made the shift, I knew I’d found my true calling. But my road wasn’t easy. I’ve faced financial setbacks, including burning through $100,000 to start my own business and navigating a tough divorce. These challenges taught me simple, actionable money strategies that helped me rebuild and thrive—and I’m here to share them with you.
Now, I’m passionate about helping women like you create the life you want, without feeling isolated or stuck in rigid budgets. I don’t believe in telling you to sacrifice your happiness for financial freedom. I believe you can have both—security for your future and joy in the present.
Today, you can catch me on CNBC, NBC News, MSN Money, O – The Oprah Magazine, Fortune, and Entrepreneur Magazine. I’m a best-selling author and host of the “Real Money” podcast. After overcoming my own financial struggles, I’ve learned how to live a life free from money stress—and I am here to teach you how to do the same for yourself!