Lisa Eaton

I am a financial planner who is passionate about providing affordable access to financial advice to all people. As a small business owner, career changer and DIYer, I understand that financial advice isn't one size fits all. My financial planning and financial coaching services can be tailored to your specific needs and your vision for your future.

I started this business to serve people who would otherwise not choose to work with a financial planner—because of cost, intimidation, or a sense that they don’t belong in these types of “wealth conversations”. You can rely on me for unbiased knowledge and advice, but I’m also a teacher who helps people grow their understanding of and comfort with their financial life.