Being Smart About … Student Debt
I’m excited to introduce a new series that features questions that my clients have asked me. If you have a question you’d like to see answered in my blog, I’d love to hear from you! Here’s the question that’ll kick this all off: Your Question: My Answer:...
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How to Live Rich When You’re 22
In my work as a financial strategist, people often ask if I would have done anything differently with my own finances when I was first starting out, knowing what I know now. While I don’t believe in regrets, I do think that I could have made some smarter choices along...
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The Business of Life
In the business of life, it’s important to get the work done, and it’s equally important to enjoy the process.
read more“We make a living by what we get, but we make a life by what we give.” –Winston Churchill
I’m sharing my story of why I believe I’d succeed as a financial planner who gets paid for their personal financial advice. If you’d like to participate or learn more, check out this post via XY Planning Network. How many of us are focused only on making a living at...
read moreHello, I’m Lisa!
