How would it feel be financially well? To understand enough about taxes and finances that you feel in control of your finances, know the questions to ask, and can make informed decisions that work for you and your goals?

I am here to help you achieve that!

My approach to taxes is to take time to listen to you, ask you questions and help you understand how things work in a way that makes money feel manageable. Whether you are an individual, a small business owner, or the education/employee engagement manager for an organization, I can help you learn what you need to know so you and your team can ask good questions and make decisions that fit your priorities and move you towards meeting and maintaining your goals.
 
My background comes from working at E&Y and PwC and having exposure to big firm accounting and to different ways of working with both individuals and organizations.  Through my experiences, I saw first-hand the value that individualized, judgment-free support provides.
 
I combine this background and my focus to provide realistic, simple advice since the day I started my practice in 2003. I take on a limited client load so I can provide support throughout the year to answer questions and help my clients become comfortable with and confident about taxes and money.
 
In fact, many clients hire me to support them on a consulting basis and refer to me as their “advisor on speed dial.”
 
One of my favorite ways to provide value is to help organizations empower their employees by providing financial wellness benefits.  This includes providing interactive workshops woven with real life scenarios and fun, I help teams understand that money can be a source of power in addition to sometimes being a source of stress.  And since learning about money is a great equalizer, my programs benefit both the employees and the company! 
 
𝐖𝐡𝐞𝐧 𝐲𝐨𝐮 𝐚𝐫𝐞 𝐫𝐞𝐚𝐝𝐲 𝐭𝐨 𝐬𝐭𝐚𝐫𝐭 𝐥𝐞𝐚𝐫𝐧𝐢𝐧𝐠 𝐚𝐛𝐨𝐮𝐭 𝐭𝐚𝐱𝐞𝐬 𝐚𝐧𝐝 𝐦𝐨𝐧𝐞𝐲, 𝐡𝐞𝐫𝐞’𝐬 𝐡𝐨𝐰 𝐭𝐨 𝐰𝐨𝐫𝐤 𝐰𝐢𝐭𝐡 𝐦𝐞:

- 𝐉𝐨𝐢𝐧 𝐦𝐲 𝐧𝐞𝐰𝐬𝐥𝐞𝐭𝐭𝐞𝐫 𝐚𝐧𝐝 𝐫𝐞𝐜𝐞𝐢𝐯𝐞 𝐭𝐚𝐱 𝐮𝐩𝐝𝐚𝐭𝐞𝐬 𝐰𝐡𝐞𝐧 𝐭𝐡𝐞𝐫𝐞 𝐢𝐬 𝐯𝐚𝐥𝐮𝐚𝐛𝐥𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐭𝐨 𝐬𝐡𝐚𝐫𝐞: https://www.lisaniser.com

- 𝐁𝐨𝐨𝐤 𝐚 𝐜𝐚𝐥𝐥 𝐭𝐨 𝐟𝐢𝐧𝐝 𝐨𝐮𝐭 𝐦𝐨𝐫𝐞 𝐚𝐛𝐨𝐮𝐭 𝐛𝐫𝐢𝐧𝐠𝐢𝐧𝐠 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐰𝐞𝐥𝐥𝐧𝐞𝐬𝐬 𝐛𝐞𝐧𝐞𝐟𝐢𝐭𝐬 𝐭𝐨 𝐲𝐨𝐮𝐫 𝐨𝐫𝐠𝐚𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧: https://bit.ly/lisaniser
 
- 𝐁𝐨𝐨𝐤 𝐚 𝐜𝐚𝐥𝐥 𝐭𝐨 𝐝𝐢𝐬𝐜𝐮𝐬𝐬 𝐭𝐚𝐱 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬: https://bit.ly/lisaniser

Lisa Niser

You’re the go-to person. At work, at home, in your circle, you hold it all together. A demanding career, kids’ schedules, family logistics, friendships, maybe a little self-care if there’s time.

So it’s no surprise that your finances, while important, keep getting pushed to “someday.”

And when you do finally peek at those investment accounts? 
You’re not even sure what you’re looking at. 
Is it the right strategy? Is it enough? 
Why does something so essential feel so confusing?

Here's the thing: You're NOT the problem. 

The financial industry wasn’t built for women like you.
It was built on jargon, assumptions, and outdated models that don’t reflect your real life or your real goals.

That’s where I come in.

I may not look like the traditional financial planner—and I’m proud of that.

I didn’t grow up with wealth. I was the first in my family to go to college.

I’ve walked the same uncertain path so many of my clients are on, navigating money without a roadmap.

That lived experience shapes everything about how I serve today.

My team and I specialize in working with high-earning, first-generation wealth builders—especially women who want their money to work as hard as they do.

We’re not here to impress you with jargon or make vague recommendations.

We’re here to organize every piece of your financial life and give you the confidence to make bold, intentional decisions.

No cookie-cutter templates. No guesswork. Just strategic guidance that fits your real life.

Because when your money is aligned with your values, everything gets lighter.

❓WHAT WE OFFER❓

📌Values-Based Financial Advice:
Fiduciary guidance and reassurance that everything is aligned with what matters most to you.

📌Investment & Retirement Planning Services:
We help you make sense of your accounts and craft a long-term investment strategy that supports your life, your goals, and your future.

📌Insurance Programs/Risk Management:
We make sure your income, your family, and your legacy are protected, without overpaying or overcomplicating.

❓A Little About Me❓

I’m a wife, mom of two, comedy lover, and low-key Peloton addict. 

My happy place is outside with my family, whether we're golfing, hiking, or fishing on a boat. I also make a killer two-tier chocolate cake 🎂 and a mean apple pie 🥧 (family-approved).

If you're ready to trade financial confusion for clarity, and get a plan that finally fits your life, let’s grab a (virtual) coffee.

✉️Kristin@moxiewealth.com
📞612.617.6024
Scheduling link for a 30-minute Zoom meeting: https://calendly.com/kristin-moxiewealth/30min

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Lisa Niser

Kristin Printon

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