Hi, I’m Lisa Hodges. I’m a registered financial advisor who founded Shift to Impact to provide financial planning and educational resources to financial renegades who want to match their money with their values— no matter how much they have. In addition to client work, I run workshops on community banking and other sustainable investing tools; building giving plans to push yourself to give more; and working through feelings of money shame.
I am an inheritor and practice redistribution and impact investing, imperfectly. Like so many of my clients, I’m on a continuous journey to reconcile traditional, capitalist financial advice with my own personal value system.
This work has been supported and shaped by many people and organizations, with special thanks to: Resource Generation (and especially the DC chapter), Jina Penn-Tracy, the Radical Financial Planners peer group, Just Economy Institute fellowship program as well as my teachers Darcy Skye, Luna Crow and Jen Antill.
I created & taught a university course on impact investing and teach on divestment, community banking, small business finances and more. I’m currently studying somatics and shame-reducing therapy modalities to better support clients. Previously, I worked in tech marketing and started a social enterprise in New Delhi that funded tech education (with a feminist twist) for young women. I hold a BA in Mathematics from the University of Chicago.
“Lisa has been a wonderful partner and financial coach for my husband and me. She is an empathetic and patient listener; she asks probing questions and she makes an effort to understand our individual personalities and strengths. Lisa has equipped us with advice and tools for improving our financial security and identifying areas of growth and investment. We are grateful to work with her, and highly recommend her for couples and individuals. ”