
A holistic process for healing your relationship with money
Money doesn’t have to be complex, taboo, or scarce.
ARE YOU FEELING...
Overwhelmed by making decisions on money?
Worried you won't make enough if you follow your heart?
Avoidant and in a rut of ignoring making financial decisions?
Discouraged because you save and invest money, but you're still anxious about money?
Ready to face your relationship with money head on?
Let's partner up so that money supports your life, work, and purpose.


Money Coaching
Part 1:
Your Financial Vision
A personalized financial plan and integration session to support you in aligning your money with your purpose. You'll start with an extensive survey that will ask you everything important about your practical logistics and emotional reality and beliefs around money. After completing that survey, I will get a really clear picture of where you are at. I will distill your guiding values and the heart of your life's work and purpose so that you can refer to as a guidance system for financial decision making.
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Timeline: An in-depth financial survey + 90 minute integration session and two weeks of gentle accountability by text/email
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Part 2:
Learn Energetic Mastery
Identify the patterns that are holding you back from your true power to create wealth. I hold an alchemical space for you to get below the story level of your life, into the energetics that are running your money patterns. This is about stepping out of the victim story and into self-authorship. Your money is pointing you towards lessons that are here for you to learn. It''s time to step in to the arena, learn, and master the energy of money.
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Timeline: 8 one hour sessions, twice a month, for 4 months by Zoom with unlimited email and text support between sessions.
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"It is a gift to see what emerges in Lisa's safe and supportive gaze. She is in your corner!"
- MARY
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The Process
01.
Chemistry
​​Book a one on one Discovery Call to clarify what you would love to get out of coaching. We’ll see if we “click” and if this work is a good fit for your vision and future goals.
02.
Financial Vision
Schedule our sessions together, starting with a 90 minute deep dive into your finances. We'll chart out your vision, necessary steps to get your finances in order, and any other experts you need to work with. You’ll be introduced to mindset tools and practices based on neuroplasticity, ontology (the study of being), and mindfulness.
03.
Energetic Mastery
Throughout our 4 months together, you'll be implementing your plan, and clearing any roadblocks that you meet in our sessions together. I'll be alongside you, gently witnessing you as you unravel your story and emotions and money and become masterful and working with the energy of money. The patterns in your relationship to money are pointing towards lessons that need to be learned.
04.
Life-Long Tools
You'll have access to all of our recorded sessions, notes, and documents. We'll cover mindset tools and practical exercises to plan for your finances. You have lifetime access to everything we develop together.
We may be a good fit if...
You’re interested in becoming an expert at spotting your own money patterns, turning towards the lessons inside of them, and moving into a new financial paradigm.
You're looking for guidance and coaching on how to step into your own inner authority and agency
You know that you have your own answers, and are looking for support to access your inner wisdom
You long to move with confidence and clarity in your relationship with money.
You want a financial life that’s in 100% alignment with your personal integrity.

What my coaching IS and IS NOT
Therapy is about healing and insight, coaching is about taking insight into meaningful action that energizes your life.
Consulting prescribes expertise-based solutions, coaching emboldens you to act on your own wisdom.
Mentoring guides you based on a mentor’s wisdom, coaching guides you according to your own values and intentions.
Training follows a set curriculum toward set objectives, coaching reveals your own objectives and a path to fulfill them.
Financial advising is about tools, calculations, and products to make financial decisions and purchases, coaching is about revealing your inner compass to making sound financial decisions based on your values.


