A Certified Financial Planner Professional (CFP®) as well as a Certified Public Accountant (CPA), Lisa Crosta is the Director of Wealth Management of BPP Wealth Solutions, where she helps her clients better understand their financial picture so they can achieve their dreams.

Having gone through divorce and raising three kids on her own, Lisa aims to help other women who find themselves in tough situations. Lisa’s energy, unbridled determination & communication gives her clients the confidence they need to succeed, and empowers them to make great financial decisions. She enjoys guiding her clients through the confusion of complex financial jargon, bringing clarity to the financial realm of her client’s lives.

Listen to this informative Legacy Leaders episode with Lisa Crosta about personal and divorce financial planning.

Here is what to expect on this week’s show:

● Lisa encourages clients to avoid impulsive choices and emphasizes self-sufficiency. She believes in empowering women to pursue their career goals, regardless of credentials. Lisa creates personalized plans that consider clients' current financial situation and long-term goals.

● Lisa emphasizes the importance of financial planning beyond stocks and bonds. Lisa believes women are more inclined to discuss their financial goals and seek advice. Involving both partners in financial matters, especially for older couples, can prevent chaos and ensure financial understanding. Lisa's insights highlight the value of open communication and active engagement in financial planning for women.

● Lisa believes in engaging the younger generation in financial planning is crucial for financial advisors to ensure long-term client relationships. Teaching responsibility and financial literacy to younger clients, even at a college age, can have a significant impact on their future financial well-being.

Connect with Lisa:

Website - https://www.bppwealth.com/

LinkedIn - https://www.linkedin.com/in/lisa-crosta/

Facebook - https://www.facebook.com/people/BPP-Wealth-Solutions-LLC/100063587351579/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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