• Change is a certainty in Life.

    It’s not so much about what happens than how we choose to respond to what happens. Planning helps our ability, gives us choices, to be able to respond.

    Learn More

  • Invest in Your Happiness!

    A thoughtfully designed financial plan provides a sturdy foundation for a life of stability and happiness. It allows you to prioritize what truly matters, fostering deeper relationships, pursuing your passions, and creating lasting memories.

    Learn More

  • Strategic Wealth Management.

    Building and protecting wealth go hand in hand, and should happen together. The more you have, the more you should consider protecting what you’ve built.

    Learn More

Planning By Lisa Financial Solutions

Life is full of change, expected and unexpected.

Having someone knowledgeable you can trust to share intimate financial details, wishes and dreams, frustrations and challenges with, can make a world of difference through life’s ups and downs. It is often the difference between staying on course with confidence vs straying off track.

My purpose is to help ease the stress as you go through life’s major transitions. When a client chooses to work with me, they get a financial strategist who is there for the long haul. I start with learning about what’s important to you now and for the future. We then partner together to come up with a plan so you can live your life aligned to your values and what matters most to you.

My Services

Serving middle, high-income families, and small business owners with a comprehensive range of services.

Personalized Financial Planning

Planning for retirement?
Thinking about passing along wealth?

Build and Protect Wealth

How can you make your hard earned money work harder for you?

Divorce Finance Consulting

Uncoupling your finances?
Divorced and moving forward?

Stories of success

  • Professional and sincere

    “From my first appointment with Lisa, I had a very confident feeling she had my best interest as her first priority. Very trustworthy individual, highly recommend her professional services.”

    T.V.

  • A beacon of light

    “From the first time I met Lisa she has been a light in my life. Assisting with the transferring of funds from abroad and helping me to understand the best path to achieve my goal of a comfortable retirement. She never fails to find the best way forward and all the time with a smile.”

    J.C.

  • Outperforming the market

    “Lisa has been my Financial Advisor for over 11 years and during that time has always provided excellent advice. Lisa is conscientious and service oriented, and works hard to make sure that the recommendations she gives meet her client’s needs. She has a great understanding of the financial products that are available and, in my case, the portfolio that she designed for me has significantly outperformed the market. ”

    A.M.

  • Trust and Confidence

    Lisa and I shared a conversation this week that helped me understand how invested she is in her clients. Lisa asks hard questions about her client’s emotions, childhood money patterns and where some of the shame lives in their financial decisions. What this conversation did for me was realize that I wholeheartedly trust Lisa. Her intentions are pure and she is completed invested not only in the client’s finances, but their livelihood too.

    The decision to introduce Lisa to people I have the most love for in this world is a simple one. Do I want my loved ones to feel seen, heard and understood in their financial undertakings? Of course I do and you can too! ”

    L.D.

  • Financial Retirement

    “Thank you for providing such excellent service in your review of my circumstances heading into retirement. You made it very easy for me to present and discuss my financial situation, prompting me as necessary with meaningful questions and comments I very much appreciated tat when you had the information you needed, you prepared a comprehensive review report that answered my questions, addressed my goals, and formed a solid basis for our follow up discussion. I also appreciate that you took all the time necessary to make sure I understood your recommendations. I’ll be pleased to work with you again in the future.”

    A.B.

  • 10 years of financial success

    “Lisa has been a trustworthy financial advisor for me during the last 10 years. She’s knowledgeable, attentive and engaging. She’s patient enough to go through every detail of my investments, explain the fundamentals behind them and do it all over again when needed. Her support definitely enabled me to make financial decisions I’m happy with. It gives me great pleasure to recommend her.”

    F.W.