We Make Money Fun14 Helmi 2023

How Lisa was able to retire at 42 using good financial planning

Why Your Vision Board Should Include a Financial Planner: Getting into the Nitty Gritty with Lisa and Shanna

Ever wished that you had your very own guardian angel to help you navigate the course of your finances? Well, look no further because your wish has been granted!

Join us and our guest, Lisa, on this episode as she shares her personal experience and journey towards building and improving the financial health of she and her partner, Nick. A loyal client of over 8 years, Lisa is a health, wellness and clinical practitioner, as well as a business leader who is planning on launching her newest venture, "Adventures with Lisa" next year.

She shares what it's like to be lost and what led her and her partner to bring in a financial planner on their quest for financial freedom and security. According to Lisa, seeking help is not necessarily a sign of weakness but a mark of courage. She also talks about how engaging the services of a financial planner transformed her life and facilitated her early retirement plan, along with allowing her and Nick to purchase a house and pursue their passions debt-free.

Listen to the podcast to get the full details!

Connect with us on LinkedIn and Facebook @Heritagefinancialstrategies and on Instagram and Twitter @Wemakemoneyfun.

For more information on the aesthetics of hiring a financial planner, subscribe to @Wemakemoneyfun on Apple podcast or wherever you listen to podcasts.

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