About Lisa Hay, CPA, CFP®
As a CPA and CERTIFIED FINANCIAL PLANNER™, Lisa has first hand experience working with individuals and families that have experienced stress and frustration when needed documentation could not be located.
Lisa is passionate about helping others with personal finances. Through working with clients on tax and financial planning, Lisa realized how many people struggle with their organizing their financial and estate documents and details. As a result of her experiences working with others, she created the Just in Case™ system to make organizing your important financial, legal and personal documents easy, manageable and quickly accomplished.
Lisa began her career as an accountant in Tulsa, OK. She soon realized that she was not a "bean counter" personality. After taking some time off for family, she returned to her career as an entrepreneur, utilizing her strengths of creativity, organization and strategic planning. When tackling a problem, Lisa is able to view it from all sides to create a workable solution. Lisa has taken this gift, along with her financial training and experience, to helping families and individuals with personal financial planning and organization.
In her free time, Lisa serves in a variety of volunteer capacities including mentoring young women and engaged couples. She has also facilitated Financial Peace University through her local church and enjoys opportunities to teach others about financial literacy, as well as providing financial planning and advisory services.