We're Lisa and Jenni. We go beyond conventional planning to help you create a financial future where you can afford to live a life that you love.

We offer financial coaching and couples money counseling for a comprehensive approach that places the emphasis on the personal side of personal finance.

Hi, we're Lisa and Jenni.

We are raising our modern family in San Francisco, the most expensive city in the US.

Jenni comes from a 15+ corporate career in tech and finance, while Lisa is a licensed social worker and behavioral therapist. 

By getting creative with a financial plan to support our vision for our best lives, we’ve been able to take a leap from salaried security, take our family around the world, and pursue dream ventures from filmmaking to bicycle rides.

But before we say more about us, let’s talk about you. I’m guessing we have a lot in common.

You wish you could afford more time to enjoy and be present to the people you love most.

You want the freedom to choose your work based on purpose over paycheck.

You have some big dreams, and you’re ready to take command of building your ideal life.

No matter where you are with your finances, you can better use your money to support your best life.

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