Business owner and money nerd

Hi! My name is Lisa, I’m a therapist by trade but that’s not why I’m here. I’ve developed an interest in financial independence and I realize how important it is to have some stable ground under your feet when it comes to your money. I’ve made a lot of mistakes and learned the hard way but I finally feel confident when it comes to the basics of saving and investing. I love learning about money and wealth management and I’ve noticed that this topic seems totally overwhelming to my friends and colleagues. If this is you, I would love to help you wrap your head around everything! I’m not a financial advisor and would encourage you to consult a fiduciary if you feel that is necessary after you learn the basics. Sometimes we all need someone to grab our hand and “explain it like we’re five.” I’m here to do that for you! It’s ok if you feel scared and overwhelmed, we all have to start somewhere.