Lissa Piper
Founder and Financial Planner
Money Blossoms, LLC
Independent, fee-only financial planner located just west of Portland, Oregon, we are a virtual practice and can work with you nearly anywhere you have an internet connection.
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Financial planning through education, coaching, and support ~ Money Blossoms helps active, professional women understand and manage their finances so they can focus on what really matters.
Whether you are seeking guidance and support in starting to better understanding your finances, you are someone who has done a lot on their own and wants help with more in-depth understanding, or you desire a full financial plan followed by ongoing support and investment management, we offer a variety of options.
As a fee-only fiduciary, we neither sell products nor receive commissions or incentives from others, which allows us to provide information and guidance tailored to your specific situation without conflict of interest. You deserve affordable, unbiased, and high quality financial advice.
Get to Know Lissa Piper
Lissa Piper is fee-only financial planner located in the beautiful Pacific Northwest.
As the first to finish college in a working-class family, I was on my own to figure out not just how to pay for college but all aspects of my finances. There never seemed to be enough money for the basics, and definitely not money to put away for savings.
Classes included in the MBA program provided a lot of information, but as I was still struggling to pay for student loan obligations combined with a lack of background in budgeting and saving, they did not set me up for success. I made plenty of mistakes, or less than optimal decisions when it came to personal finances, including not truly understanding my personal cash flow, lacking a sufficient emergency fund, and being late to start retirement savings.
All that being said, I am now in a much better place and have decided there is not much I would rather do than help others learn about their own personal finances in a supportive and non-judgmental environment. As a former teacher, my focus is on ensuring understanding and providing tools and solutions to meet each individual’s needs.
Lissa has a Master of Business Administration from California State University, Long Beach and is an Enrolled Agent admitted to practice before the IRS. Additionally, she has passed the rigorous national CERTIFIED FINANCIAL PLANNER (TM) exam and is a fiduciary, fee-only Investment Advisor Representative.
I Can Help You With:
- Comprehensive Financial Planning
- Cash Flow & Debt Management
- Tax Preparation & Planning
- Investment & Asset Management
- Work Optional & Retirement Planning
- Legacy & Estate Planning
Ideal Clients:
- Professional Women
- Female Investors
- Business Owners and Executives
- Sudden Money Situations
- Growing Families
FAQ with Lissa Piper
- Where are you located?
- Can we work with you if we are not local to the Portland area?
- What if I am married or a man, can I/we still work with you?
- Are you a fiduciary?
- What is involved in financial planning?
- Why make a financial plan?
- Why work with a financial planner?
Money Blossoms is located in Beaverton, Oregon, within the Portland metro area, part of the beautiful Pacific Northwest.
- Where are you located?
Money Blossoms is located in Beaverton, Oregon, within the Portland metro area, part of the beautiful Pacific Northwest.
- Can we work with you if we are not local to the Portland area?
- What if I am married or a man, can I/we still work with you?
- Are you a fiduciary?
- What is involved in financial planning?
- Why make a financial plan?
- Why work with a financial planner?
Lissa Piper's Designations and Affiliations
Lissa Piper is an Accredited Wealth Management Advisor® (AWMA®)
Lissa Piper is an Enrolled Agent (EA) with the IRS
Lissa Piper is a Member of The National Association of Enrolled Agents (NAEA)
Media Mentions and Industry Involvement
Office Locations
By appointment only - Beaverton, OR 97006
Advisor Disclosure
Money Blossoms, LLC (“Money Blossoms”) is a registered investment advisor offering advisory services in the State of Oregon and in other jurisdictions where exempted.
