Portrait of Lisa Chastain, money coach and founder of the Financial Emotional Intelligence framework

About Lisa Chastain

Who Is Lisa Chastain?

Lisa Chastain is a money coach, bestselling author, speaker, podcast host, and Certified NLP Trainer whose work focuses on Financial Emotional Intelligence.

Her work explores the emotional, behavioral, and practical factors that shape how people make decisions about money—and helps them build greater financial confidence and clarity.

Money Coach Author Speaker Podcast Host Certified NLP Trainer

The Central Idea

Why Financial Emotional Intelligence

Financial decisions are rarely just about numbers. They're shaped by emotion, identity, beliefs, relationships, past experiences, and the patterns we've learned over a lifetime.

That's why knowing what to do with money is often not enough. Intelligent, capable, successful people can know exactly what they "should" do financially and still struggle to do it.

Financial Emotional Intelligence is Lisa's framework for understanding those patterns—how fear, scarcity, self-worth, confidence, and decision-making influence the way people earn, spend, save, invest, communicate about, and relate to money.

Recognizing those patterns is what makes clearer, stronger, and more intentional financial decisions possible.

Professional Background

More than 25 years of experience

Lisa's professional career spans more than 25 years of coaching, mentoring, teaching, leadership, advising, and helping people navigate meaningful personal and professional decisions.

Earlier in her career, Lisa worked in higher education and academic advising before moving into financial services. She later worked as a financial advisor at Surevest Wealth Management, serving high-net-worth clients and holding the Series 65 and Life & Health insurance licenses.

In 2016, Lisa transitioned out of licensed financial advising and into financial coaching.

Current Training

Certified NLP Trainer

Professional Background

  • Former financial advisor (served high-net-worth clients)
  • Previously held Series 65
  • Previously held Life & Health insurance licenses

The Evolution of the Work

From Financial Advising to Financial Coaching

Working with money showed Lisa something that financial education alone can't explain: people don't always act on what they already know.

That gap between knowledge and behavior became the center of her work. Over time, her focus shifted from explaining financial strategy to understanding why intelligent, capable people struggle to act on what they already know.

Today Lisa's work examines the relationship between money, identity, emotion, beliefs, relationships, behavior, and decision-making—helping people develop a healthier, more intentional relationship with money.

Teaching & Impact

Taught thousands

Coaching

Live Events & Speaking

Workshops

Programs & Education

Over the course of her career, Lisa has taught thousands of people about money, decision-making, personal development, and behavioral change—through coaching, workshops, live experiences, programs, speaking, and education.

Author · Podcast · Media

Book, podcast, and press

Stop Budgeting, Start Living

Lisa is the author of Stop Budgeting, Start Living: Transform Your Money Mindset, Transform Your Life, published by Savio Republic.

Real Money with Lisa Chastain

Lisa hosts the Real Money with Lisa Chastain podcast, where she explores the emotional side of money, leadership, and decision-making.

Featured In

CNBC NBC News FORTUNE Entrepreneur O, The Oprah Magazine FOX Business ABC News Cosmopolitan BLOOMBERG NewsNation

Current Work

Where to start