For young people committed to redistribution or reinvestment, be it $10K or $1M.
I specialize in: Family/partner dynamics, moving your money to solidarity economy or socially responsible investments.
How we work together: Custom financial planning engagements happen over 6 sessions. I generally meet with clients every two weeks on Zoom.
NOTE: I am currently not taking on any new clients until I return from maternity leave in mid-2024. Feel free to leave your name on the waitlist if you’d like me to contact you when I return. Thank you for your patience!
Together, we will:
Bring awareness to your finances
Use financial tools to understand how much money you have, where it lives (and what, if any strings are attached), what your lifestyle requires and decide on any changes you’d like to make
Get advice on traditional financial topics, like opening a retirement account or buying a house
Redistribute & reinvest
Move your money!
Take advantage of clear opportunities for redistribution, like sudden windfalls or inheritances
Tap into a bank of solidarity economy investment opportunities
Turn to socially-responsible market investments if needed
Navigate difficult conversations with family
Who do you want to bring with you on this journey? How can money be a tool for connection, rather than tension?
Through mediated conversations or strategic planning with just us, we can honor everyone’s point of view (even if you disagree with each other) and gain confidence in articulating why this work is important to you.
Hear out and navigate disagreement you may have with a partner or spouse, even with very different money histories and backgrounds
Questions? Email me or JOIN THE WAITLIST.
“There’s a lot of beginner financial advice on the internet, but as a trust fund beneficiary, I still felt lost. How do you balance a budget when your wealth dwarfs your income? How can you use that wealth to help people? How do you plan for the future when all you’ve ever known is that your expenses barely dent your wealth?
Working with Lisa has been hugely educational and brought a lot of clarity to our financial situation and goals. For the first time, we’ve been able to track our financial future. Lisa added much-needed structure to that planning and masterfully put it all into spreadsheets that tracked the discussions we’ve had.
Lisa brings an essential levity and emotional intelligence to these hard conversations and made sure both my wife and I were listened to and supported throughout. She has been a great stress-reliever in our lives, and I absolutely recommend her.”