ADVISORY SERVICES
Individual Advisory
Lisa Kaess is available to meet one-on-one with women and their loved ones to help them address challenges and changes in their financial lives. These might include women starting a new chapter after a life change, those interested in resolving a specific issue, or those with a desire to get a strong handle on their money.
Extensive education and professional expertise help Lisa stand out among her peers. Her personal experience with many issues facing women today and her commitment to address your concerns can add comfort and confidence to take the plunge.
Ask Lisa about:
- • Creating & sticking to a realistic budget, ‘rainy day’ fund, or event plan.
- • Assessing your retirement needs & how to get there.
- • Managing financial issues related to separation, divorce, estate, or inheritance
- • Making your goals real (reducing debt, financing a home, education, or business).
Lisa works with clients on personalized basis, from a single consultation to a multiple projects. Follow up consultations or hourly rates are available as needed.
Investment & Money Management
Lisa has developed a strong network of experienced investment managers and can help match you with top performers and independent managers at a range of institutions.
Business Advisory Services
Take advantage of Lisa’s expertise in understanding financial services, products, and relationships for your firm. Let Feminomics® help you put your best foot forward in working with financial institutions, considering business strategies, and international investments.
