Susan Schultz

“This letter of recommendation is for Lisa Chastain, the best money coach I know.  As a financial coach, Lisa helps her clients with the basics of money management. Most importantly she works with her clients who may have a bad relationship with money or who have other obstacles keeping them from managing their finances well. She is amazing!!!!! 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. As a money coach, 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 and provide accountability as her clients work to implement the lessons they learn. The first thing Lisa does is help build awareness around spending habits, usually by tracking daily, weekly and monthly spending. Once her clients master that she helps her clients define their financial goals, which could be anything from setting a budget, creating an emergency fund, or paying off debt. As a money coach, 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 and I recommend you schedule a call with her today!” -Susan Schultz