Planning made simple.
Financial planning is not impossible, but it is tricky. Let us guide you to efficiently reach your goals, while living according to your values.
Hi, I’m Lisa,
I started Cycle Financial Planning because I want to help others gain a sense of clarity when it comes to making sure they are on track to pay off that mortgage while saving for their retirement, kids’ education, and dreams.
Let’s get it done together.
Streamline
your money.
Shine a light on the money you earn and spend to make sure you are living in a way that fits your values and goals.
Pick the best investments.
Get clarity on your accounts and implement a low-cost investment plan that feels comfortable and minimizes taxes.
Plan for your retirement.
Make sure you have the right mix of retirement plans, Social Security, IRAs, and other money for life after work.
Maximize
your options.
Take advantage of your options when it comes to tax planning, employee benefits, and charitable giving.
Common Goals
Make informed investments.
Send our kids to college.
Plan for retirement.
Spend less time working.
Give to charities.
Buy a vacation home.