Mind over Money

Lisa helps you develop a healthy money mindset
and create a spending plan that enables you to live
fully today while reaching your goals for tomorrow.

What is money coaching

You want to use your money better and live a life by design rather than by default. You have financial goals that you care deeply about – perhaps buying a home, pursuing a dream venture, or saving for (early) retirement.

But even though you may know what you should be doing, you feel like there’s a mental roadblock. You find yourself letting your lifestyle inflate, arguing with your partner, and saddled with a constant anxiety about where the money is all going. You try to avoid thinking about money at all costs because it makes you feel guilty and insufficient.

Our 3-month coaching program supports you to implement a monthly spending plan that aligns your money with the things that bring you the greatest benefit.

The goal of this program isn’t to minimize your spending, but to maximize the joy you get from your money - both now and in the future.

We dig into the root causes behind your money behaviors to help you understand how your experiences and beliefs have a direct impact on your financial success. Our coaching program teaches you to create lasting habits so that you have the confidence to make, spend and save money, without guilt.

The Process

Our coaching program includes 6 hour-long sessions over 3-4 months with regular email support for accountability.

What People Have to Say

We benefited greatly by gaining a clear understanding of our financial picture. This will allow us to be able to make educated decisions around our goals and dreams moving forward. We enjoyed being able to have open and honest conversations about money with a person (you) who shares our values on what money means -- freedom. .We loved that the emotional component of the relationship to money was built into the sessions you did with us. It wasn't separated from the actual work -- it was naturally integrated into the discussion.

Sandy Chan and Janet AustinSan Francisco

Krista Blyth-GaetaSan Francisco

I was able to have my own unique concerns addressed, which was a huge improvement over the abstract group sessions I've attended in the past. I also appreciated your frank evaluation of my spending habits, the assumptions I made when drafting my budget, and the factors that could potentially become a drag on my financial situation in the future.

Danielle D.Washington D.C.

I liked that you started with our financial and life goals and showed us how we could reach them. That is really important. When you're not sure what you are achieving it feels uncomfortable to make these decisions. Our current broker had this generic formula that pushed diversification, and it didn't connect it to something tangible. Therefore, I never followed through. In contrast, you helped us craft a plan that was aligned with our goals and for which we actually followed through. We now have more confidence and feel more in control of our financial future.

I found it really helpful how you showed a newbie like me some general rules of thumb around saving and investing. I also appreciated that you shared how you personally treat your income. Keep going, honestly the session was really helpful and I have already taken some steps to improve my finances.

I really appreciated going over my financial forecast using my actual current numbers. I was able to have my own unique concerns addressed, which was a huge improvement over the abstract group sessions I've attended in the past. I also appreciated your frank evaluation of my spending habits, the assumptions I made when drafting my budget, and the factors that could potentially become a drag on my financial situation in the future. Overall, you were straightforward and confident, which was great.

Your analysis is very, very impressive and is truly an amazing gift for us before the little ones come! So thank you so much for that. It’s great to know that we can sort of semi-retire and work on something we are truly passionate about. Anyways, thank you again for this!

Pricing

$1000 for individuals

6 sessions over three months
with regular email support for accountability

$1250 for couples

6-8 sessions over a period of three to four months
with regular email support for accountability

*Financial planning clients receive a 20% discount on coaching programs.

About Lisa

Lisa has a bachelor’s degree in psychology from Santa Clara University and a masters degree from UC Berkeley in social work. Lisa has 10+ years of experience as a psychotherapist supporting people to unlock barriers that make lasting changes in their lives.