Financial Coaching
Build a clear and confident relationship with money We are here to resolve your money jigsaw
Are you in your 30s or 40s and looking to build a confident relationship with money?
Testimonials
“I attended Lisa’s workshop. While I went with an open mind, I realized I am guided by my own concepts around money, built over time. I am so glad I took this journey with Lisa. Now I am doubt free, I know what I want. I would recommend this workshop to one and all.”
“I think it’s important to know your relationship with money. Lisa’s sessions really helped me to understand the importance of enjoying life and at the same time saving for the future. I would recommend this wholeheartedly to anyone who wants to be in a good financial space.”
“To begin with, the program’s construction and the build-up were spot on. Nothing overly complicated; it resonates with individuals from all walks of life – students, professionals, homemakers, and business professionals…. Lisa compels you to realign your relationship with money at micro and macro levels. She opens our eyes to money habitudes which reveal the ingrained thoughts, feelings and behaviours that ultimately influence our decisions and actions, which in turn has a bearing on our aspirations and success in life.
Lisa offers simple yet effective ideas and tools that help us course-correct our financial (spending) attributes and become a more sensible human being.
All along I knew the answers to my money-related inhibitions, Lisa had simply shown me ways to find them.”
The past few years made me realise how inept I was in the realm of personal finance. After losing family and friends in a blink of an eye, it made me anxious that I had no idea how to manage / fund life independently. Truth be told I tend to hide from numbers and they elude me when I try to pay attention. My father dealt with it before I got married, and after it was my husband; I am totally clueless!
I heard about Lisa Barbora’s workshop at the right time. It was like a sign, I jumped in, eyes closed, and she literally caught me and my ignorant non-financial brain. It was an eye-opener.
She made us realise our relationship with money, and how we perceive and comprehend it. I was surprised it was not about numbers, but a deeper understanding of how to deal with savings and spending on your own terms without getting overwhelmed.
She shared some simple tasks that would help us plan things in the most basic and straightforward way.
Thank you, Lisa, for the nudge to ask the right questions and get smarter about money.
Book a Session
Single Session
- This is your first step in transforming your money relationship. A 90-minute session is spent in discovering the outcomes you would like to achieve and the kick starting the process towards solutions.
Basic Deal
- Book 4 financial coaching sessions of 60 minutes each (first session will be 90 minutes). Spread out across 3-4 months, these sessions will help you achieve transformation in your money life.
- The added bonus is a 15% discount on the total cost.
Awesome Deal
- Book 6 financial coaching sessions of 60 minutes each (first session will be 90 minutes). Spread out across 5-6 months, these sessions will not only help you achieve transformation, but also you can move towards aligning money with your life’s aspirations.
- The added bonus is a 20% discount on the total cost.
Follow on Session
- We understand that sometimes, the stated sessions might just not be enough. You can always book a standalone, follow-on session if you feel there is more to explore, but you may not need the Basic or Awesome Deal.
- The added bonus is a 25% discount on the total cost.
Not sure what do to?
Book a free 30-minute chat
Privacy Policy
Any interactions, payments and refunds are privately held and will not be disclosed to any person other than the one making the transaction.
Terms and Conditions
Payment to be made in full at the time of booking. Post payment, you will receive a call confirming your intent, details of the service and an email with a confidentiality agreement for the promised number of sessions. The session dates can be finalized anytime in this process.
Cancellations/Refunds
If you are unable to attend any pre-booked sessions, we can re-book the same for a different date, there will be no cancellations and refunds. If you are unsatisfied with the sessions, which means that the outcome you seek has not been arrived at, a refund can be processed after suitable discussions and deliberations.
INVESTMENT
Equity investing is more reliable than investing in real estate
In a growing economy like India, there are bound to be innumerable stories about how individuals have gained multiple times the value of their investment in real estate.
PLANNING
She owned her mistakes and turned around her fortune
Siddhika Aggarwal started off having an estranged relationship with money. She only realised this was working against her when she ran into trouble with money. Instead of giving up and shying up, Siddhika took on the challenge headfirst and turned around her money mistake.
EXPERT-BYTE
Diamonds in the Dust – Insights from Saurabh Mukherjea, Salil Desai, Rakshit Ranjan
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