Cleona Lira

With effective financial planning and investment strategies that supports this financial plan, money can serve life - based on the life you want and what is most important to you. A financial plan that firmly aligns with your values, addresses your concerns and your desired future is most meaningful. The life planning process I offer can help articulate what you want so you can feel genuinely motivated to take action.

I help my clients create a connection between their money and their goals in all areas of life. I act not only as an adviser, but also as a partner, guide, and educator.

Likes

Ginger chai

Nonviolent Communication

Permaculture

Dislikes

Inefficiency

Inequality

Messiness