Frequently Asked Questions
Lisa Chastain is a money coach, author, speaker, podcast host, and Certified NLP Trainer whose work focuses on Financial Emotional Intelligence. Here are answers to the questions people ask most.
Lisa Chastain is a money coach, bestselling author, speaker, podcast host, and Certified NLP Trainer whose work focuses on Financial Emotional Intelligence.
Lisa helps people understand the emotional, behavioral, and personal patterns influencing their financial decisions so they can make clearer choices, build financial confidence, and create sustainable wealth. She is a money coach, author, speaker, podcast host, and Certified NLP Trainer.
Financial Emotional Intelligence is Lisa Chastain's framework for understanding how emotions, beliefs, identity, relationships, experiences, and behavioral patterns influence financial decisions. The work helps people recognize what is driving their behavior so they can make clearer and more intentional financial choices.
Yes. Earlier in her career, Lisa worked as a financial advisor serving high-net-worth clients and held the Series 65 and Life & Health insurance licenses.
No. Lisa is not currently a licensed financial advisor. She transitioned out of licensed financial advising in 2016 and now works as a money coach, educator, author, speaker, and trainer.
Lisa's current work focuses on financial coaching, education, behavior, decision-making, and Financial Emotional Intelligence rather than regulated investment advisory services.
Lisa has more than 25 years of coaching, mentoring, teaching, advising, and leadership experience across higher education, financial services, entrepreneurship, personal development, and financial coaching.
Yes. During her earlier career in wealth management, Lisa worked as a financial advisor serving high-net-worth clients.
Lisa is a Certified NLP Trainer with advanced training in Neuro-Linguistic Programming and related behavior-change methodologies.
Yes. Lisa has taught thousands through coaching, live events, workshops, programs, speaking, and educational work.
No. Lisa's work is coaching, education, training, and personal development. She does not represent herself as a licensed therapist, psychologist, counselor, or mental-health clinician.
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