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Welcome to a refreshing approach to your financial, retirement and legacy planning.

No matter your stage in life, or your financial position, I have found that most people feel that one thing is in short supply when it comes to money decisions: Peace of Mind.

Often that is because folks don't "invest" their money on the things that are really important to them. I partner with families and women seeking to integrate their money and their values.

Money is merely a tool to help you accomplish your goals and enriching livesI help folks achieve their unique balance in relationship to money through a simple principle:

Plan Wisely and Live Fully! 

ney shouldn’t create anxiety or distract you from your top priorities in life. - See more at: http://jgrfinancial.com/#sthash.TSl7Zf24.dpufyou integrate what is most important to you with your financial decisions, money moves from mundane to meaningful and aligns your passion with purpose !
Money shouldn't create anxiety or district you from what's really important in life. If fact, when you align your finances with your passions and priorities, you move from the stressful decisions to meaningful opportunities!

If you’re interested in learning more about working with a financial advisor who takes the time to understand what is really important to you, contact me to schedule a no-cost consultation.


Lisa Hay, CPA, CFP®

Specializing in serving those who are experiencing - or planning for - a life event such as retirement, loss of a loved one or sudden financial windfall, I provide comprehensive wealth management and fee-only fiduciary advice.

Please note that beginning January 5, 2015 all financial planning and asset management services will be offered through Cornerstone Capital Advisors.