In a recent financial well-being workshop I conducted for a small group of five people, one of the first topics we discussed was budgeting. It was really about writing down our expenses as a first step, which then helps in allocating spending as per our own, individual, unique life plans.
Author: Money PuzzleHome
A BCom graduate from the University of Notre Dame in Perth, Australia and a finance post-graduate from ICFAI, her professional experience spans 18+ years across financial services including wealth management, asset management and finally as a personal finance writer for the last decade.
Combining her two passions, writing and personal finance came naturally and now she feels the need to share her ability to see through financial solutions with those who need it the most. The content on MoneyPuzzle.in, is directed towards young earners or any curious mind, who want to understand the ‘why’ of their daily financial decisions.
As a financial coach, Lisa endeavours to empower individuals in their 30s and 40s, in transforming their money relationships.
Lisa also writes extensively for digital media and personal finance outfits, has moderated finance-related panels and has been invited as a speaker not just for financial subjects but also as a writer.
Enriching one’s financial life by giving candid insights is what she strives for through her various undertakings in the field of personal finance.