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Lisa Eaton

MS

DPT

she/her

Contact Information

Seattle, WA

Meets Virtually:

Meets In-Person:

Accepting New Clients:

About Me

I am a financial planner who is passionate about providing affordable access to financial advice to all people. As a small business owner, career changer and DIYer, I understand that financial advice isn't one size fits all. My financial planning and financial coaching services can be tailored to your specific needs and your vision for your future.

I started this business to serve people who would otherwise not choose to work with a financial planner—because of cost, intimidation, or a sense that they don’t belong in these types of “wealth conversations”. You can rely on me for unbiased knowledge and advice, but I’m also a teacher who helps people grow their understanding of and comfort with their financial life.

Fee Models
  • Hourly:

    $250+/hr

*Fees are subject to change. Contact this advisor for their most up to date fees.

Ideal Clients
  • Healthcare Workers

  • Business Owners

  • Women

  • Families with Children

  • Fitness/Wellness Enthusiasts

Areas Of Specialization
  • Budgeting

  • Debt & Credit

  • Career Planning

  • Employee Benefits

  • Retirement

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.