Empowering Registered Nurses through Personalized Financial Planning

Our Founder and CEO, Lisa Robinson, is a CERTIFIED FINANCIAL PLANNER® with a passion for advancing individual's and communities' financial knowledge and competence.

She holds active licenses in nursing, life insurance and real estate and has a goal of helping to provide a comfortable financial home for all she serves.

Mrs. Robinson's #1 goal is to create a financial plan that edifies you for your accomplishments, educates you on areas that need strengthening, and equips you to have the knowledge and personal assistance required to successfully work towards executing your financial goals. If you are interested in working towards securing your future, talk to us about our comprehensive financial planning services for additional details.

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