Lisa Kirchenbauer, CFP®, RLP®, CeFT®
What makes you different from others in your profession?
Though I was trained in traditional financial planning, my work has evolved over the years. Our firm, Omega Wealth Management, helps people successfully navigate through significant life transitions: retirement, divorce, death, a business sale or major career change. Our fee structure allows us to begin working with clients in anticipation of a transition, before the money has arrived, when planning is really needed. Most advisors can only step in after the money arrives. Our proactive planning may also help clients avoid unfortunate tax consequences.
As a Certified Financial Transitionist®, I’ve been rigorously trained and tested in everything from the psychological impact of change to the listening skills needed to be effective in supporting clients. The Omega team employs special tools to help carefully guide clients toward what’s important and how best to get there.
The reality is when money changes, life changes and when life changes, money changes.