Make Financial Choices with Confidence
Lisa St.Claire, CFP®
Financial Consulting and Coaching
Services
Everyone can benefit from smart, focused financial coaching and advice. I offer flexible, customized solutions that meet you where you are, answer the questions you want answered, and guide you on a path toward a more secure and abundant future. My work is founded on the principle that people should not have to be multi-millionaires to get competent financial counsel. With decades of experience in traditional wealth management, I am thrilled to combine that experience with a passionate commitment to holistic, friendly, and accessible advice.
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Financial Coaching
Clarity and Support
Where are you now, and where do you want to be? If you feel overwhelmed and need help with focus and organization, we can start there. If you feel like you are doing okay but want to improve or optimize your financial life, that's great. If you are somewhere in the middle, that's fine too! Coaching provides space to explore and become attuned to your your relationship with money. In the process, as we work together to address areas of concern and evaluate opportunities, you will move closer to living a life of greater ease and abundance.
Financial Planning*
A Road Map and Practical Advice
Whether helping to manage your day-to-day cash flow, easing you through an unexpected life transition, or setting goals and exploring scenarios, financial planning sets you on the right course. Common planning projects are:
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Goal setting
Financial Kickstart - 4 sessions tailored to help you gain clarity and confidence
Smart tax strategies
Smart philanthropy: maximizing your giving
Coordinating and supporting other advisors - including lawyers, CPAs, and investment professionals.
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* I am not an RIA (Registered Investment Advisor) and do not provide investment advice​ or recommendations.
Holistic Approach
It's about more than money
By design, my services extend beyond the numbers in supporting you as a whole individual. Depending on your needs and interests, the scope of our work together can include:
Career Transitions
Aligning your finances with your values
Cultivating an abundance mindset
Incorporating a spiritual practice
The Enneagram
The Happiness Project
Referrals within a deep network of experts in estate planning, taxes, legal issues, long term care, real estate and many others.
About Me
My mission is to bring clarity, simplicity and health to your financial life. Working in both traditional and boutique financial firms as a Certified Financial Planner®, I’ve spent most of my 25 year career guiding individuals and families through the complex maze of finance to help them discover and pursue their unique objectives. I bring practical knowledge, constructive leadership and lots of experience to my work with clients.
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I grew up in the DC suburbs, the daughter of American diplomats, so I spent time overseas in Africa, Asia, the Caribbean and Europe. I lost my parents early, and before I graduated from college I was suddenly thrust into a world of managing real estate, taxes and investments that I wasn’t prepared for. Navigating this thorny world was not easy, and I made lots of mistakes. With no background in finance, I eventually learned to apply my experience as a diplomat’s daughter and language student to translate the complex vocabulary of the financial world while working to achieve financial solvency. Over time, I uncovered a passion for articulating the language of finances in order to help others secure their financial futures, and decided to pursue a career in financial planning.
I have a Bachelor’s degree from Georgetown University, and have held the Certified Financial Planner® (CFP®) designation since 1998. I am active in several community organizations. Outside of work, I can often be found with friends on the beautiful Bay Area hiking trails, or in my kitchen with my family cooking up a storm.
I believe that everyone, regardless of net worth, should have access to solid financial guidance, and I enjoy working with people from all walks of life. I am particularly passionate about demystifying the world of finances for individuals who have been intimidated by the process. My highest intention is to work in an atmosphere of compassion and encouragement, utilizing practical tools and knowledge, to support you on your own path of healing, growth and purpose.
Get In Touch
Introductory phone calls are free!
Piedmont/Oakland CA
(415) 730-5405