How would it feel be financially well? To understand enough about taxes and finances that you feel in control of your finances, know the questions to ask, and can make informed decisions that work for you and your goals?

I am here to help you achieve that!

My approach to taxes is to take time to listen to you, ask you questions and help you understand how things work in a way that makes money feel manageable. Whether you are an individual, a small business owner, or the education/employee engagement manager for an organization, I can help you learn what you need to know so you and your team can ask good questions and make decisions that fit your priorities and move you towards meeting and maintaining your goals.
 
My background comes from working at E&Y and PwC and having exposure to big firm accounting and to different ways of working with both individuals and organizations.  Through my experiences, I saw first-hand the value that individualized, judgment-free support provides.
 
I combine this background and my focus to provide realistic, simple advice since the day I started my practice in 2003. I take on a limited client load so I can provide support throughout the year to answer questions and help my clients become comfortable with and confident about taxes and money.
 
In fact, many clients hire me to support them on a consulting basis and refer to me as their “advisor on speed dial.”
 
One of my favorite ways to provide value is to help organizations empower their employees by providing financial wellness benefits.  This includes providing interactive workshops woven with real life scenarios and fun, I help teams understand that money can be a source of power in addition to sometimes being a source of stress.  And since learning about money is a great equalizer, my programs benefit both the employees and the company! 
 
𝐖𝐡𝐞𝐧 𝐲𝐨𝐮 𝐚𝐫𝐞 𝐫𝐞𝐚𝐝𝐲 𝐭𝐨 𝐬𝐭𝐚𝐫𝐭 𝐥𝐞𝐚𝐫𝐧𝐢𝐧𝐠 𝐚𝐛𝐨𝐮𝐭 𝐭𝐚𝐱𝐞𝐬 𝐚𝐧𝐝 𝐦𝐨𝐧𝐞𝐲, 𝐡𝐞𝐫𝐞’𝐬 𝐡𝐨𝐰 𝐭𝐨 𝐰𝐨𝐫𝐤 𝐰𝐢𝐭𝐡 𝐦𝐞:

- 𝐉𝐨𝐢𝐧 𝐦𝐲 𝐧𝐞𝐰𝐬𝐥𝐞𝐭𝐭𝐞𝐫 𝐚𝐧𝐝 𝐫𝐞𝐜𝐞𝐢𝐯𝐞 𝐭𝐚𝐱 𝐮𝐩𝐝𝐚𝐭𝐞𝐬 𝐰𝐡𝐞𝐧 𝐭𝐡𝐞𝐫𝐞 𝐢𝐬 𝐯𝐚𝐥𝐮𝐚𝐛𝐥𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐭𝐨 𝐬𝐡𝐚𝐫𝐞: https://www.lisaniser.com

- 𝐁𝐨𝐨𝐤 𝐚 𝐜𝐚𝐥𝐥 𝐭𝐨 𝐟𝐢𝐧𝐝 𝐨𝐮𝐭 𝐦𝐨𝐫𝐞 𝐚𝐛𝐨𝐮𝐭 𝐛𝐫𝐢𝐧𝐠𝐢𝐧𝐠 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐰𝐞𝐥𝐥𝐧𝐞𝐬𝐬 𝐛𝐞𝐧𝐞𝐟𝐢𝐭𝐬 𝐭𝐨 𝐲𝐨𝐮𝐫 𝐨𝐫𝐠𝐚𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧: https://bit.ly/lisaniser
 
- 𝐁𝐨𝐨𝐤 𝐚 𝐜𝐚𝐥𝐥 𝐭𝐨 𝐝𝐢𝐬𝐜𝐮𝐬𝐬 𝐭𝐚𝐱 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬: https://bit.ly/lisaniser

Lisa Niser

Debbie Sassen Coaching

Business, Mindset & Money Coach

Financial Planner and Money Coach

Financial Resource Network

In coordination with the Financial Resource Network (Israel Resource Network), Labinsky Financial and Moshe Jonas Investments Ltd., I offer a variety of financial services including investment management, estate and trust planning, retirement planning, preparations for long-term care, and financial concierge services.

Independent Financial Planner

Bank of Israel

Economist, Foreign Currency Department, 1996-2007
Analysis of global economic trends and developments. Preparation and presentation of material to senior management for monthly monetary policy meeting covering international and domestic financial markets. Calculation of portfolio returns and performance attribution of actual investment portfolio against the benchmark. Analysis of new investment alternatives. 

Portfolio Manager, Foreign Currency Department, 1990-1996
Investment and hedging of multi-currency reserves portfolio, including government bonds, eurobonds, mortgaged-backed securities, futures and options. Primary responsibility for European assets. Analysis of new  financial markets and new securities.

Economist and Portfolio Manager

Goldman Sachs

Senior Analyst, Capital Markets Group, New Product Development. London, 1987-1988.
Designed and implemented asset-liability management techniques for multinational corporations and sovereign governments. Worked closely with fixed income, tax, and accounting professionals on the structuring and pricing of new tax-advantaged securities. Responsible for marketing currency and interest rate swaps in Canada, West Germany and the UK.

Financial Analyst, Investment Banking Division, Capital Markets Group. New York, 1985-1987
Responsible for pricing, negotiating and marketing currency and interest rate swaps and caps to major money center banks in the US and Canada. Worked with fixed income traders and salesmen to market packaged asset swaps to investors. Structured cost efficient and flexible financing for corporations, banks, LBOs and real estate clients.

Senior Financial Analyst

Business and Money Coach for Midlife Entrepreneurs ☀️ Helping You Scale to Multiple 6 figures with More Money and More Wealth ☀️ Podcaster ☀️ Author ☀️

Unfortunately, too many women (and a few men) never learned how to understand money, earn abundantly, and manage their finances to build wealth.

Too many women feel belittled and diminished by professionals in the financial industry.

It's time we changed that narrative! 

No woman should have to dim her light and brilliance to build a solid financial reality for herself and her family - now and in the future! When we own our wealth and take responsibility for it, we give other people permission to shine their brilliance brightly, too.

Here’s the truth: Success isn’t meant for only a select few.

YOU too can have success—and money. And you can create it all without sacrificing your integrity. No one’s shown you how—and that’s an easy fix.

I spent years studying the most effective business practices, self-worth, and our relationship to money for me AND my clients.

If you’re ready to genuinely thrive to exceed your goals, let’s chat.

taplio

The Battle

Lisa Niser

Debbie Sassen 🎗

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