Lisa Kirchenbauer (CFP®)

Lisa Kirchenbauer focuses in the
following client markets or areas of practice:

Entrepreneurs

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Women's Financial Planning Issues

Planning Specialties

We specialize in working with clients in significant financial/life/career transitions as well as those facing sudden wealth events. We take a holistic approach through our financial life planning process, prior to implementing investment strategy recommendations, to determine what the most important goals and priorities are for our clients.

Additional Information

I am a Registered Life Planner through the Kinder INstitute of Life Planning as well as trainer and mentor for other financial advisors looking to incorporate life planning into their financial planning practices.