For over 30 years, Lisa has been dedicated to her career in the financial industry. After obtaining her Securities and insurance licenses, Lisa and her mother, Diane, formed PlanSmart Financial Services, Inc. To further her financial education, Lisa obtained a BA in Business from DePaul University and her CFP® certification in 1998. Lisa’s top priority is helping clients set and work towards their goals while providing trustworthy, experienced advice with integrity and personal service. Lisa offers quality guidance to clients of high net worth, successful professionals, business owners, retirees, and more. In addition to financial planning, Lisa runs a full-service tax planning and preparation firm through PlanSmart Financial Services, Inc. She also specializes in financial planning before, during, and after divorce. Lisa was listed in Chicago Magazine in 2018, 2019, and 2021 - 2024 as a winner of the Five Star Professional Award as a financial advisor.

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018, 2019, 2021, 2024 Five Star Wealth Managers.

OUR MISSION

Our priority at PlanSmart Financial Services is always our clients and helping them pursue their goals. We work with professionals, retirees, teachers, families, and business owners to provide personalized and creative advice to establish specific financial plans to pursue success. We believe that the client always comes first and the importance of timely guidance to go above and beyond to meet our client’s expectations.

OUR VISION

We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. By helping our clients and their families we are able to take action today to help plan for the future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the years ahead.

OUR VALUES

Trust We prioritize trust and honesty, recognizing their vital role in client relationships. Our commitment is to always be realistic, ensuring the success of your financial strategy.   Integrity In our office, we uphold an unwavering commitment to honesty and strong moral and ethical principles. This dedication is foundational to our promise to clients, ensuring a consistent and transparent approach in all our communications and actions.   Personalized Service Having a strong personalized approach to service is a cornerstone of our client experience, which we back through undivided attention, accountability, and timely responses to your questions.