“As a financial coach, Lisa helps her clients with the basics of money management. Her goal is to help her clients develop healthy money habits that will last throughout all the ups of downs of life when it comes to money. Lisa educates her clients on the basics of personal finance and works with them to create a plan that reflects their goals. One of the best things about Lisa is that she has the innate ability to empower her clients to take responsibility for their decisions. Lisa helps her clients develop plans to achieve their goals, then acts as their accountability partner as clients put their plans into action. Lisa is the best!” -Susan Schultz
Susan Schultz
