Lisa has gone from being a self-proclaimed Balance Transfer Queen to a Personal Finance Counselor. Whatever your money problems may be, Lisa’s were probably much worse.

Borrowing and living above her means were common practices most of her life until, one day, she woke up and faced the fact that she had accumulated a massive amount of debt. On that very day she started telling the truth and began the process of changing her life.

Today Lisa is a Certified Financial Counselor who does Individual and Couples Coaching, Workshops, Small Business Consulting, Public Speaking and Financial Interventions.

“Money is energy. We work out our issues with money because it is convenient to do so. It should be your employee, not your master. It is your tool to do with as you please. When you take this approach you will begin to attract more money into your life. Proactively planning your finances is one of the most powerful acts of love and self-respect. It has the power to change and improve all other areas of your life because money touches everything.”

Olivia created her coaching practice as a non-judgmental, safe, and playful haven to foster healthier relationships with money.

As a Pleasure Coach and Certified Financial Recovery Counselor, Olivia guides couples, individuals, and business owners to infuse their lives with more pleasure and play, by using practical, repeatable tools that they just never learned before.

Her signature 5-month program, Total Money Transformation, helps alchemize any stress, overwhelm, or fog about money into financial clarity and confidence. This is not just about numbers on a spreadsheet (although she'll address those practical matters, too). As the daughter of two dancers, she has always worked and played with embodiment: whether dancing onstage, flying on the trapeze, or helping clients really feel in their bodies the abundance around them. With years of practice in prioritizing fun and adventure, she helps people inject that positive energy into their financial management and lives.

Having trained with Barbara Stanny, Mikelann Valterra, Carrie Friedberg, Karen McCall, and Mama Gena, Olivia teaches clients to add things up:

THEIR MONEY + THEIR FUN = THEIR IDEAL LIFE.

Financial coaching will create your own customized blend of modalities, drawn from her practices and trainings,as wide as Reiki, Body Talk Access, Emotional Freedom Technique, Gestalt Therapeutic Clowning, Cognitive Behavioral Therapy, Financial Recovery Counseling, Nonviolent Communication, The Work, Peer Mediation, Pleasure and Rupture Technologies, and Pilates.

Olivia loves working with creatives, and with those who are deep-down creatives at heart. She works with painters, sculptors, performers, nurses, teachers, therapists, tradespeople, blended families, those dealing with recovery, musicians, and anyone else who wishes they just didn't ever have to look at their money.

Morgan Kennedy is a dedicated money coach with over 15 years' experience in financial services. She is passionate about empowering women, specifically those with corporate careers, to reach financial freedom. She has positively impacted the lives of hundreds of clients by providing guidance and support in mastering their money. Through her compassionate approach and extensive background, Morgan has become a trusted resource in the world of financial wellness.

With a strong ability to empathize with her clients and create a fun, non-judgmental space, Morgan is able to develop deep relationships based on trust and understanding. She teaches women how to build a solid financial foundation so they can maximize their money and achieve lasting success. Whether working to eliminate debt, increase savings, or live with more peace and comfort, she can help bring balance and harmony to every area of money. Her personalized approach provides each client with tailored support, empowering them to make informed decisions and take control of their financial well-being.

Morgan believes that true financial success involves mastering the numbers, as well as the emotions, habits, and energy around money. Her ability to remain light-hearted and grounded provides a comfortable space to tackle financial frustrations, challenges, and goals. Her clients often report meaningful transformations in their finances, including increased confidence, reduced stress and anxiety, and improved overall happiness and quality of life.