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Financial planning curated for you

At Plumb Financial, we help you create a personalized, long-term financial plan tailored to your unique goals and aspirations.
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From your first promotion to your golden years, a solid financial plan is essential

Life is full of exciting milestones—marriage, homeownership, growing a family, launching or selling a business, preparing for retirement, and building a legacy.

Ensure you’re financially prepared for every step of the journey so you can enjoy it to the fullest.
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Welcome to financial clarity and peace of mind

At Plumb Financial, our goal is to optimize your finances so you can focus on enjoying your life. Whether you’re building wealth, generating income, or planning your legacy, we’re here to guide you every step of the way.
Plumb Financial - expert guidance
Receive expert guidance on debt management, tax optimization, and strategic investing. We help you build lasting wealth while balancing multiple financial priorities.
Retire with confidence—our expert planning ensures sustainable income, tax efficiency, risk protection, and a secure legacy, so you can enjoy life without financial worry.
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Optimize cash flow, reduce taxes, protect assets, and plan for retirement and succession—so you can focus on growth and long-term wealth.
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Lisa Ward, MBA, CFP®

Founder

Lisa started Plumb Financial to provide a more personalized approach to financial planning one that goes beyond numbers to create a complete life and lifestyle transformation. She saw the need for individuals to receive tailored guidance rather than a one-size-fits-all approach offered by many larger firms.

As an independent Registered Investment Advisor (RIA), Lisa has the freedom to find the best solutions for each client’s unique needs. She is passionate about helping clients grow and preserve their wealth, helping clients gain confidence in their financial future.

From tax strategies to retirement planning, Lisa’s mission is to meet clients where they are and provide a clear, customized path to where they want to be.

“A Plumb Financial plan is more than managing assets—it’s a precisely curated blueprint to live the life you desire.”
– Lisa Ward
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Our clients are...

Plumb Financial - Wealth Builders

Wealth builders

Whether you’re starting your career or have been working for a while, we can help you consolidate and pay off debt while investing and creating a roadmap to all your financial goals.
Plumb Financial - Legacy Builders

Legacy builders

You’ve worked hard and want to preserve your wealth. We’ll work with you to create a plan to protect your assets so you can enjoy the quality of life you deserve.
Plumb Financial - Business Builders

Business builders

Whether you’re looking to buy or sell a business, we can help you prepare for that financially and ensure you have the financial plan you need to make your decision with confidence.
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Your blueprint with Plumb Financial

Just as a builder relies on a plumb bob for accuracy, we take a measured approach to financial planning. Our focus is on curating a well-structured strategy that aligns with your goals, and provides a strong foundation to preserve and cultivate your future.

We start by gathering precise details about your personal and financial circumstances to establish a solid base.

  • Qualitative Insights: Health status, family dynamics, values, risk tolerance, and future goals.
  • Quantitative Data: Income, expenses, savings, assets, liabilities, taxes, and account balances.

We collaborate to design your financial blueprint by identifying and prioritizing your goals. During this phase, we’ll:

  • Map out the impact of each goal.
  • Define realistic assumptions like inflation and tax implications on your investments.

We examine your current approach to determine if it’s structurally sound and aligned with your goals. If adjustments are needed, we’ll:

  • Explore alternative designs.
  • Assess the benefits and trade-offs of each option to find the optimal strategy.

With a clear plan in place, we take the steps to put it into action. By leveraging trusted partners in insurance and investments, we select the most appropriate tools and materials to bring your plan to life.

Life evolves, and your financial plan should adapt. We meet with you annually to review progress, fine-tune your strategy, and ensure it remains aligned with your goals and priorities.

Built to Last

Our process adheres to the “Practice Standards for the Financial Planning Process” established by the Certified Financial Planner™ Board’s Code of Ethics and Standards of Conduct, ensuring a sturdy and reliable foundation for your financial future.

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Ready to build your financial blueprint?

Book a quick, easy, and stress-free call to get started.
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