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Plan Wisely and Live Fully!

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.    

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!

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 !
Financial Planning should be about you and your unique goals. Whether you're planning for retirement, already retired, or seeking a road-map to help you reach other financial goals, we will work together to clarify your options.

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®

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