A Different Kind of Advisor.
Work with someone who values your whole self. Qualms with capitalism, desires for a nice life, shame or confusion around money - all are welcome here.
““I was searching for a long time for someone who could help me figure out how to actually align my finances with my values in a way that felt safe and sustainable. Lisa has offered me that and so much more. With her compassion, true lack of judgment, and wealth of knowledge, she has supported me in creating new weekly and monthly processes specific to my financial picture and values that I know will support me for the rest of my life.” ”
Meet the needs of the times
Wealth inequality, climate injustice, systemic discrimination - all demand that we make drastically different decisions with our money. Lean on alternative investment models to move your money.
SOMEONE who shares your values
Instead of fighting your financial advisor, work with someone who already agrees with you. We prioritze reinvestment in the new economy - without sacrificing your needs.
Shame-free space
Work through guilt and tension you may hold internally or with other family members, so you can feel good about your plans to redistribute and reinvest.