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Financial planning through education, coaching, and support ~
we help active, professional women understand their finances so they can focus on what really matters.
Whether you are seeking guidance and support in starting to better understanding your finances, you are someone who has done a lot on their own and wants help with more in-depth understanding, or you desire full financial planning followed by ongoing support and investment management, we offer a variety of options.
From small group workshops to full financial plans and ongoing support, we seek to help you understand your finances through education, coaching, and support.
As a fee-only fiduciary, we neither sell products nor receive commissions or incentives from others, which allows us to provide information and guidance tailored to your specific situation without conflict of interest. You deserve affordable, unbiased, and high quality financial advice.
From articles to calculators to helpful sites, here you will find references to help you with your financial growth.
Located just west of Portland, Oregon, Money Blossoms is founded on the simple premise that everyone should have access to affordable and quality financial advice that adheres to The Fiduciary Standard. We seek to make trusted and professional financial advisory services accessible and affordable to those who wish to learn more about their personal financial situation through education and coaching in a supportive and nonjudgmental manner.
Looking beyond the numbers to focus on what matters to you. From cash flow and savings to investment management and long-term planning, we look at your entire financial picture and help you understand and manage your finances today, so you can make decisions that support your passions, values, and future.
Lissa Piper has an MBA, is a CERTIFIED FINANCIAL PLANNER™, an Enrolled Agent admitted to practice before the IRS, and has earned the Accredited Wealth Management Advisor designation. She is a fiduciary, fee-only Investment Advisor Representative.
Though located in Beaverton, Oregon – just west of Portland – we are a virtual practice and can work with you nearly anywhere you have an internet connection.
Money Blossoms, LLC (“Money Blossoms”) is a registered investment advisor offering advisory services in the State of Oregon and in other jurisdictions where exempted. All rights reserved.