About Lissa Piper
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.
On a personal note:
As the first to finish college in a working-class family, I was on my own to figure out not just how to pay for college but all aspects of my finances. There never seemed to be enough money for the basics, and definitely not money to put away for savings.
Classes included in the MBA program provided a lot of information, but as I was still struggling to pay for student loan obligations combined with a lack of background in budgeting and saving, they did not set me up for success. I made plenty of mistakes, or less than optimal decisions when it came to finances, including not truly understanding my personal cash flow, lacking a sufficient emergency fund, and being late to start retirement savings.
All that being said, I am now in a much better place and have decided there is not much I would rather do than help others learn about their own personal finances in a supportive and non-judgmental environment. As a former teacher, my focus is on ensuring understanding and providing tools and solutions to meet each individual’s needs.
Outside of helping others learn about their personal finances, I am an avid reader, enjoy spending time outdoors, and love to travel.
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 member of the National Association of Personal Financial Advisors, the XY Planning Network, the Financial Planning Association, and the Fee Only Network.
She is a fiduciary, fee-only Investment Advisor Representative.
Important information can be found in our Disclosures, Privacy Policy, CRS, and Form ADV Part 2A – Firm Brochure also available by searching http://www.adviserinfo.sec.gov.