Get rid of
money stress in your relationship.
If money conversations are causing tension, confusion or just getting avoided altogether, I can help.
Draw on research-based financial psychology.
My work combines traditional financial planning with relational tools that deepen trust and understanding. You’ll get clear on your numbers and learn how to work as a financial team.
I work with couples in transition who are
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Getting Married
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Moving in Together
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Getting a Prenup
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Having a Baby
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Buying a Home
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Inheriting Money
“ Lisa held nonjudgmental, loving space for me and my partner to do some financial groundwork around starting our life and family together. I can't imagine a better partner than Lisa for this journey.
With warmth, organization, nimbleness, and clarity, she accompanied me through finding deeper alignment between my money and my values and taking all sorts of practical steps that I had been stuck on.”
-Emma
What we’ll work on together…
Unpack your stories.
Understand how your past influences your financial behaviors. Learn to listen to one another and build compassion for each other’s money backgrounds.
Find joint clarity.
The nuts & bolts of any financial work. Look at your current financial picture, and co-design where you and your partner are headed.
Build a sustainable plan.
Practice communication and money rituals that strengthen your connection and keep you going for the long-haul.
Work with Me
Craft a Generous Prenup
Combine your Finances
Alongside your attorneys, create an agreement based on mutual generosity.
Whether you’re just thinking about getting one or already working with an attorney.
Note: Lisa is a financial advisor, so she will not be providing any legal advice.
Three 90-min sessions | Starting at $1000 | Learn More
How many bank accounts do you need, really?
Will I resent contributing more?
Whether you’re moving in together, getting married, or just joining bank accounts, I can help you come up with a concrete plan that you both feel good about. Once we get clear on your finances as they are now, we’ll create the vision of where you’re going.
Four 90-min sessions | Starting at $2000 | Learn More
Custom Engagement
Need other support?
We can craft a custom engagement based on your needs.
Price TBD depending on complexity | Learn More
I work with all couples.
Including those who…
Have a large income or wealth imbalance .
Identify as queer or poly.
Feel disconnected or frustrated with our capitalist financial system.
"Lisa has been a wonderful partner and financial coach for my husband and me. She has equipped us with advice and tools for improving our financial security... We are grateful to work with her."
Maggie and Slaton