Drawing on research-based financial psychology.

When you work with me, you get traditional financial planning mixed with relational tools that deepen trust and understanding. You’ll get clear numbers (budget, savings, cash flow) and practice how to work as a financial team.

  • "Lisa has been a wonderful partner and financial coach for my husband and me. She has equipped us with advice and tools for improving our financial security... We are grateful to work with her."

    Maggie and Slaton

Ways to Engage

Couples in Transition Planning

We start by collecting your financial info. I’ll come to our first session with a customized cash flow and balance sheet that’s yours to keep. Once we get clear on your finances as they are now, we’ll create the vision of where you’re going - complete with concrete numbers and a mapped out, values-driven picture of where you’re headed.

Four 90-min sessions | $2500 | Get started

I work with all couples.

Have a large income or wealth imbalance .

Identify as queer or poly.

Feel disconnected or frustrated with our capitalist financial system.

Still have questions?

Drop me your info and I’ll respond within 3-4 business days. Otherwise, schedule a free intro call.