Andrew Lisi, CFP®, CPWA®'s Linkedin Analytics

Money is needed to live in this world. Most of us work for that money. We work for decades, make money, and make thousands of life decisions with that money. But because most of us lack clearly articulated values and vision for our lives, those decisions get cobbled together and we end up trying to make sense of it all only in hindsight. The result: a mixture of good ones, bad ones, and sometimes catastrophic. Put another way, the recipe of life may be one part joy and three parts regret. If you are going to work so hard and long for money, and if you make so many decisions with that money, don’t you deserve to make more decisions that can increase joy and reduce regret? That’s where I can help. I help people make educated financial decisions around their needs, wants, dreams, and impact. I do this by facilitating conversations that unearth what these truly are. Together we create a clearly articulated set of values and craft a compelling vision of the future. Built on that foundation, we develop a financial plan with our firm’s expertise, experience, and all the tools at our disposal (cashflow, investment, insurance, tax, estate, charitable giving planning and more) to help you make educated decisions, reduce regret, and increase joy. On a personal note, I am husband to my “ideal,” Stacy. Together, we have four wonderful children in the order of the Pevensies (for all you Chronicles of Narnia fans!). When I’m not busy with work or playing with the kiddos, I am usually reading something good, writing something reflective, learning how to play guitar poorly, hanging with my ideal, or playing basketball (that last one happens once a year now).