Lisa L Tran
Wealth Management Advisor|CFP®, CLU®, ChFC®
Creative Minds, Wealthy Finds: Your Blueprint to Financial Success
Our Tailored Approach
We believe in making financial planning a comfortable and genuine experience. We empower our clients to make savvy financial decisions with a clear roadmap that eliminates anxiety, ensuring you can navigate the world of endless opportunities without feeling overwhelmed. Our role is to provide expert guidance for managing, saving, protecting, and strategically growing wealth, enabling you to thrive.
If making financial decisions feels difficult, it doesn't have to be.
There's no right or wrong path, just different pros, and cons. We listen without judgement and communicate free of jargon so you can decide which option best aligns with your values.
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Business planning
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.
Comprehensive Planning
Imagine designing your financial future like sketching a blueprint for your dream home. When there are lots of moving parts or overlapping goals a comprehensive approach helps you address them. We strategize, analyze, optimize, and help you make smart decisions.
Tactical Plans for Immediate Solutions
When it’s not the right time for comprehensive planning or time is of the essence, our Tactical Plans address urgent needs and focus on solving what's top of mind.
Whether Tactical or Comprehensive our aim is to empower savvy financial decisions.
As a team with over 25 years’ experience what we can tell you is that life evolves and both approaches work. If we start with the tactical approach, and something major happens - like an inheritance or divorce or marriage - we might then shift to a comprehensive plan. And Vice-Versa.
Driven, risk-takers, and delegators, we understand and appreciate creatives. We pivot with you, turning dreams into a reality your future self will thank you for. It's never too late to start, and with flexible options, our tailored approach is more accessible than you might think.