Helping Independent Women Build Wealth and Create More Life Options Through Thoughtful Financial Planning and Investing

We Listen and We Don’t Judge

Working together is a judgment-free zone. Whether you earn $30,000 or $200,000, you deserve a financial strategist. We make no judgments about your money situation. You have had your own unique life experience, and we respect the path that's gotten you here. We operate as experts, encouragers, and coaches as we plan for your future.

Get Answers to Your Financial Questions

Everyone has questions about money. You're not alone!

You might be asking:

  • Can I afford to start my own business?

  • Do I have enough money to take a big trip?

  • Do I have enough to help with my kids’ education?

  • What’s the best way to pay down my debt?

  • What's my net worth?

  • How do I set up an investment account?

  • Am I making the right investments?

Receive Unbiased Advice

We are independent advisors who follows the fiduciary oath. This means we always put your interests first. We do not sell financial products, or have sales quotas, or any other conflicts of interest which could influence our advice.

Hi, I’m Lisa

After building significant wealth independently through a successful corporate career, I now dedicate my expertise to helping other single women create financial success on their own terms. I combine deep financial planning expertise with real-world experience in corporate benefits, career growth, and the unique challenges single women face. As a fee-only fiduciary advisor, I always act in your best interests, providing transparent, strategic guidance to help you make confident financial decisions.

Ways We Can Work Together

  • Plan for Retirement

    Develop a personalized order of operations for your tax-efficient accumulation and income distribution strategies, including plans for financial independence. Understand the roles of complex government programs such as Social Security and Medicare (IRMAA).

  • Reduce Taxes

    Reveal forward-looking, tax-efficient opportunities within your financial ecosystem, including Roth conversion strategies, tax gain and loss harvesting, deductions and credits, taxable income control, and asset location.

  • Manage Risks

    Right-size your emergency fund and review risk mitigation tools such as life, disability, health, long-term care, property, and liability insurance to appropriately align them with your personal financial risks – without being sold products.

  • Estate Planning

    An intentional plan to protect those you love and direct assets by reviewing account titling, beneficiary designations, last wills, trusts, appointed guardians, and/or powers of attorney.

  • Grow Investments

    Diversify a portfolio which helps you accomplish life goals, considering your risk capacity and risk tolerance, and your investment time horizon.

  • Achieve Pre-Retirement Goals

    Look around the corner and plan ahead for career transitions, sabbaticals, starting your own business, major purchases, financing, marriage, adoption, children, and aging parents.

  • Education Planning

    Calculate and plan for education costs, college savings opportunities, 529 plans and other approaches, financial aid, and student loan repayment strategies.

  • Maximize Employee Benefits

    Understand the true benefits of your employment beyond compensation, including a full review of your employee benefits package, qualified retirement plans, deferred compensation, and group insurance options.

  • Build a Legacy

    Review the causes you care about, and plan for charitable donations in the most efficient way possible.

  • Plan Cash Flow and Pay-off Debt

    Create a system to simplify your income and expenses, track your assets and liabilities, and develop a disciplined debt repayment strategy.

Ready to Feel Financially Self-Sufficient and Confident?

It all begins with a complementary 15-minute chat. During our time, we’ll get to know what’s on your mind regarding your finances and see how we can help.

Note: You do not need to reveal any personal financial information, nor do you need to bring anything with you to the call.