How do I help clients develop a holistic financial plan?
I am a huge proponent of passion planning, which means forming a financial plan based upon your personal goals and values. Investing for the future does not have to be complex or intimidating, and I strongly believe that building wealth is possible for everyone. I enjoy partnering with my clients to build a financial plan that is both empowering and sustainable!
How do I spend my time outside of OpenPlan?
I consider myself a lifelong learner, and can usually be found reading, listening to podcasts, or pursuing a new passion. I’m a proud dog mom to Eugene Theodore, my five-month-old French bulldog, and take him everywhere I go. I enjoy volunteering as a Wish Granter with Make-A-Wish Arizona, as well as serving on the board of Emerging Leaders for the Phoenix Children’s Hospital. I do CrossFit a few times a week and am constantly looking for new ways to challenge myself—both physically and mentally.
Lillian’s credentials
- Certified Financial Planner since 2021
- Bachelor’s degree in Finance from the University of Wisconsin-Milwaukee
- Five years of experience in financial planning
