I am a dedicated motivator and educator specializing in guiding individuals and families towards achieving their life goals through the application of well-established and successful business and personal finance strategies.
Growing up, my family faced financial challenges, and the lack of guidance on finances became evident. Despite having less than many, my parents ensured we had the essentials. However, the absence of financial literacy and guidance on debt and independence became apparent as I grew older. The realization that my parents simply didn’t have the knowledge prompted me to make it my mission to educate others.
My goal is to empower individuals through personalized financial education. By working together and implementing the principles I share, they can grasp financial understanding and protect themselves from economic hardships. Reflecting on my own upbringing, I wish my parents had access to a financial coach to navigate the complexities.
When you Work With Lisa, you receive a personalized, one-on-one approach, fostering trust and reliability in financial decisions. I am passionate about simplifying lives by aiding clients in organizing their thoughts and practices, whether it’s budgeting, optimizing 401k options, planning for children’s education, selecting a business model, or devising a strategic course change.
Our guiding motto is, “FAILURE TO PLAN IS A PLAN FOR FAILURE.” Let’s work together to overcome financial challenges and achieve success.
My journey into becoming a Business and Personal Finance Coach is rooted in a personal quest for financial knowledge and empowerment. Growing up, my family faced financial challenges, and I observed the impact of the lack of financial education firsthand. As I navigated my own path to financial literacy, I realized the transformative power of understanding and implementing sound financial principles.
Motivated by my own experiences, I embarked on a mission to bridge the gap in financial education. I delved into extensive research, honed my expertise, and acquired the necessary certifications. Along the way, I discovered the profound impact that personalized coaching can have on individuals seeking financial guidance.
My passion for helping others avoid the financial struggles my family faced led me to establish myself as a Business and Personal Finance Coach. I am dedicated to providing tailored solutions that empower individuals to make informed financial decisions, whether in their personal lives or business ventures. Through one-on-one coaching, I aim to impart the knowledge and skills needed to navigate the complexities of finance successfully.
Becoming a Business and Personal Finance Coach has been a transformative journey, and I am committed to sharing the valuable insights I’ve gained to help others achieve financial well-being and independence.
Specializing in motivation, education, and implementation has been the cornerstone of my career. Over my 25+ years in Corporate America, I progressed from a team member to a supervisor. Despite this career growth, a sense of incomplete fulfillment and appreciation prompted me to leverage my strengths and establish my own business—a journey that might resonate with you. Throughout this period, I’ve provided guidance and assistance to individuals and business owners, equipping them with the knowledge necessary for their next steps.
Now, it’s my goal to extend the same support to you. Let’s embark on our shared journey of “Moving Forward Together.”
Experience the simplicity of our “One-stop, You’re done” approach, providing a comprehensive solution in personal finance. Our array of financial services is designed to address every facet of your life goals.
Explore the ease of our business coaching services, just a click away, and take the first step towards achieving your objectives.
Call: (904) 586-0043
Email: info@workwithlisa.biz
To expedite the commencement of your business and/or personal finance journey, we invite you to explore our downloads section. Access complimentary resources and DIY documents. We’re here to facilitate and support your journey from the very start.
