Talk Wealth With Lisa
You’ve watched the video. Now you’re wondering, “Okay... but what does this mean for me?”
Let’s talk about it.
Talk Wealth With Lisa is a 30-minute conversation designed to help you get clarity around your next money move.
About Lisa Y. Jones
Lisa Y. Jones is a faith-rooted wealth strategist, speaker, and the #1 best-selling author of Financial Seasons. She’s known for making complex financial topics feel simple, grounded, and doable, especially for women in the pre-retirement and retirement season who want more than a “hope it works out” plan.
After paying off $300,000 in debt in five years with her husband Keith, Lisa knows that lasting financial freedom is about so much more than numbers. It’s about freedom.
Today, she helps women build strategies that create more control, more flexibility, and more peace through tax-aware planning and cash value tools, including Infinite Banking and permanent life insurance solutions designed to support real-life goals like retirement income, emergency preparedness, and debt elimination.
Lisa’s work is rooted in faith-based principles of stewardship, generosity, and wisdom. Whether she’s speaking on stage, teaching in a community, or working one-on-one, her mission is the same: to help you fund the life you’re looking forward to without confusion, shame, or financial burnout.
Lisa is also the co-founder of Financially Awakened.