This free 33-minute free session gives impact-driven professionals the big-picture strategies, actionable steps, and technical insights they need to overcome financial myths, align their money with their mission, and create a clear path toward sustainable financial security.
From living at Mt. Baker during its record snowfall year to helping clients align their finances with their values, join Lisa and me for a conversation about weaving adventure and purpose into financial planning.
Investment Clients: Log in to your Altruist Account here.
We know our flat-fee pricing won’t meet everyone’s needs, so we reserve Pro Bono Fridays to uphold our commitment to financial inclusion and expand access to quality planning. If you’d like to schedule a pro bono session, you can find available times using the calendar link above.
