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About



Lisa is passionate about equipping and inspiring others to align Purpose, Passion and Potential through Purposeful Financial Life Planning.  Lisa's mission is to serve as a trusted advisor to help others find clarity, confidence and financial peace of mind.

Lisa combines a unique blend of professional experience and financial knowledge along with a genuine care and concern for others.  

Her work with clients is motivated by a deep inner calling to engage women and families to help them be free to live their best life.

Education and Background:
Lisa graduated magna cum laude in 7 semesters from the University of Tulsa.

As a CPA (Certified Public Accountant) Lisa proudly upholds the high standards of the AICPA Code of Conduct, including all requirements regarding independence, objectivity and integrity.

Lisa also completed the Financial Planning Capstone program through The Ohio State University and holds the CFP® certification.

To better serve the unique needs and challenges of her client's who were nearing or in retirement, Lisa completed the educational requirements and to become a Retirement Income Certified Professional. 


the certification and renewal requirements of the CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics, and professionalism. CFP Board's Standards of Professional Conduct require CFP professionals to look out for your interests above their own. - See more at: http://www.letsmakeaplan.org/cfp-pros-their-expertise/WhyCFPCertificationMatters#sthash.9xsb2Ary.dpuf
fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics, and professionalism. CFP Board's Standards of Professional Conduct require CFP professionals to look out for your interests above their own. - See more at: http://www.letsmakeaplan.org/cfp-pros-their-expertise/WhyCFPCertificationMatters#sthash.9xsb2Ary.dpuf
fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics, and professionalism. - See more at: http://www.letsmakeaplan.org/cfp-pros-their-expertise/WhyCFPCertificationMatters#sthash.9xsb2Ary.dpuf
fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics, and professionalism. - See more at: http://www.letsmakeaplan.org/cfp-pros-their-expertise/WhyCFPCertificationMatters#sthash.9xsb2Ary.dpuf
Lisa is an accomplished writer and the author of six Personal Finance Kindle books available on Amazon

Lisa contributes to MarketWatch.com as a  RetireMentor. Her writing has also been featured on numerous other financial sites including igrad.com, nerdwallet.com, Morningstar.com and Yahoo Finance.

Lisa is also the creator of The Just in Case Personal Document Organizer Binder System.


Family and Community  
Being involved and active in her community is extremely important to Lisa.

Lisa is an advocate for consumer financial literacy and increased transparency in the financial services industry. She serves on the "Generous Life" leadership team at her church and has completed the Crown Financial Coach and Compass Financial Facilitator training programs.   

Lisa has been happily married to her husband, Doug, for over 34 years. 

Contact Lisa Hay, CPA, CFP®, RICP® to learn more about working together to develop your customized Retirement Withdrawal  Plan.