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Unity South Church

5.0 (2) 2
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Elissa Kline
Jan 15, 2023
After going through a tumultuous period and relocating during the pandemic, I turned to Lisa for guidance. Our discussions helped me confront the complex emotions tied to my finances. She assisted me in identifying what was working and what wasn't. Thanks to her supportive nature and humor, I navigated the challenging parts successfully, and I now have clarity about my financial future and retirement planning. I highly recommend her services!
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Harley Eblen
Mar 30, 2023
Lisa poses the most insightful and thought-provoking questions that help uncover what truly matters. I now feel equipped with a comprehensive plan that aligns my daily financial life with my broader goals and vision.
5.0
3 reviews

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