You've Got Income.
Now Let's Build Wealth.
Whether you came from a workshop, found the book, or just know it’s time.
If you want to work directly with Lisa on your personal financial strategy, start here.
A small number of 1:1 coaching spots are available each quarter.
What makes this different
- Not just a budget review - a complete look at how you think about, feel about, and decide with money
- Built on the Greendiggers Method™ - framework taught at universities and delivered to professionals
- Designed specifically for first-generation earners navigating systems nobody taught them
- Combines financial strategy with the identity and behavioral work that traditional financial advice skips
How to Work With Me?
SINGLE SESSION
Financial Identity Intensive
Clarity before commitment.
WHAT IT COVERS:
A single, structured deep-dive into your complete money picture. Not just the numbers, but the story, patterns, and behavioral blocks behind them. You’ll leave with a clear view of where you are, why you’re stuck, and exactly what to do next.
Includes:
Pre-session financial intake form
90-minute 1:1 strategy session with Lisa
Identification of your top 3 behavioral money blocks
Personalized 90-day written action plan delivered within 48 hours
FORMAT:
90-minute video call · 90-day action plan
Delivered within 48 hours
INVESTMENT:
$397 · One-time
BEST FOR:
You want clarity on your financial situation before committing to a longer program
You’ve just hit a major money decision (new job, raise, debt payoff, merger of finances) and need a strategic sounding board
You came from a workshop or keynote and want to take the next step — without a long-term commitment yet
You want to experience Lisa’s approach before investing in a full program
6-MONTH PROGRAM · MOST POPULAR
The Wealth Foundation Program
Build the financial life your income deserves.
WHAT IT COVERS:
A complete six-month wealth strategy engagement – combining financial systems, behavioral decision-making, and identity work to move you from earning to actually building. This isn’t generic budgeting advice. It’s the Greendiggers Method™ applied directly to your life, your numbers, and your patterns, with Lisa in your corner every step of the way.
Includes:
Deep-dive intake assessment (financial identity, current systems, goals, behavioral patterns)
6 x 90-minute monthly 1:1 strategy sessions
6 x mid-month async check-ins (voice note, or email – within 48 hours)
Shared working document tracking your goals, data, and action items throughout
Personalized wealth roadmap delivered at close – a written plan you keep
FORMAT:
One 90-minute session per month · Mid-month async check-in · 6-month engagement
INVESTMENT:
$2,997 · Paid in full
Or 6 monthly payments of $499
BEST FOR:
You’re earning consistently and ready to build something lasting with it
You’re a first-generation earner navigating systems nobody in your family taught you
You’ve tried budgeting apps and generic financial advice, and it didn’t stick
You want someone who understands the why behind your money patterns, not just the numbers
You’re done making financial decisions from fear, habit, or survival instinct
You’re financially stable and ready to invest in your financial future
A small number of spots are available each quarter. Starts with a free 20-minute discovery call.
6-MONTH PROGRAM · COUPLES
Couples Financial Strategy Program
Two money stories. One wealth plan.
WHAT IT COVERS:
Money is one of the most common sources of conflict in relationships, not because couples disagree on values, but because they bring different money histories, identities, and behavioral patterns into a shared financial life. This program gives couples a structured, expert-guided process to merge finances, align goals, and build a shared wealth strategy, with a neutral, experienced guide who understands both the numbers and the psychology.
Includes:
Individual intake assessments for both partners (completed separately before the program begins)
6 x 90-minute monthly couples strategy sessions with Lisa
6 x mid-month async check-ins for the couple
Shared financial tracking document – Â goals, data, agreements, and action items
Joint wealth roadmap delivered at close – your shared financial plan going forward
FORMAT:
One 90-minute couples session per month · Mid-month async check-in · 6-month engagement
INVESTMENT:
$3,997 · Paid in full
Or 6 monthly payments of $667
BEST FOR:
Couples merging finances for the first time and wanting expert guidance through the process
Partners who’ve discovered they have different money backgrounds, values, or risk tolerances
Couples preparing for a major shared financial decision – home purchase, business launch, family planning
Relationships where money conversations tend to turn into conflict – and you want a neutral, structured space to work through it
Two people who are both earning and ready to build a shared wealth strategy together
Both partners participate. Starts with a free 20-minute discovery call with Lisa.
Who this is for:
You’re earning more than ever but not building wealth
You’re a first-gen professional who figured out income but not the systems around it
You want someone who understands the behavioral and identity side – not just the numbers
You’re done with generic financial advice that doesn’t account for where you actually came from
- Not sure what is right for you?
Start with a free 20-minute discovery call. Lisa will tell you exactly which offering fits where you are right now, no pressure, no pitch.