Lisa is amazing! Having someone so down to earth to teach simple and impactful changes and tweaks to hit your financial goals is hard to find. She holds no judgement in reviewing finances and really looks for small changes that can make a big difference. Lisa probably doesn’t even realize it but on our weekly team calls she offhand mentioned things in conversation with the group that I took in and am really glad I did. As part of conversation she mentioned a few podcasts and books that intrigued me to learn more. I feel like Lisa’s optimism and enthusiasm for finance is infectious. As a Federal employee sometimes the retirement system is overwhelming. Lisa already has knowledge of what encompassed the system and gave me great advice on how to run scenarios on different retirement ages. Even though I am still 15-20 years away from retirement it eased my mind and heart to know that my goals were possible with her suggestions. Lisa’s simplified approach and emphasis on ways of automating investment make a big impact. Would totally recommend any of her products to anyone wanting to get on top of their finances and plan for retirement.
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How to feel the joy of financial freedom NOW by setting up your long-term financial goals on autopilot.