Lisa Skordahl, Financial Advisor, BFA™

My goal is to help clients have a healthy relationship with money, reduce financial stress, and build a long-term partnership where you will never feel alone on this journey. It all starts with a phone call. Schedule yours here today:
https://go.oncehub.com/lisa_phone-15

I strive to help individuals and families define and achieve their dreams. Without preplanning, guidance, and accountability, this is unlikely to happen. I start by understanding your full financial picture and your top values. A comprehensive financial plan is then designed with your individual and unique needs in mind. Throughout our relationship, I come alongside you to walk out your best life, one step at a time.

As a Behavior Financial Advisor (BFA), my approach is value-based, focusing on what matters most in your life. With a background in corporate accounting, tax, HR, and coaching certification from Dave Ramsey, I have designed my approach to be comprehensive - including cash flow management, insurance, work benefits analysis, investment management, tax planning & more. In addition to my BFA designation, I’ve earned and continue to maintain several industry licenses and registrations, including Life, Series 7, 63 & 66.

Growing up in a large family, I enjoy connecting with others through hosting events, game nights, conversation, and camping. My newest challenges are self-publishing a book of poetry for my mom, learning to care for twenty-two “inherited” chickens & refreshing my roller-skating skills so I can skate with my granddaughter.