#23 How to Manage Your Clients Wealth Effectively w/Lisa Kirchenbauer | Founder & President at Omega Wealth

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Lisa is the founder of a financial planning platform Omega Wealth Management (https://www.omegawealthmanagement.com/). Lisa works as Mentor and Coach and provides strategic financial life planning advice and coaching to clients. She is involved in building a financial education program for the Episcopal Diocese of Washington and currently volunteering time to support families facing the financial challenges of cancer through the Foundation of Family Financial Planning.

Omega Wealth Management takes a comprehensive and deep approach to financial planning by first understanding the client's deepest needs and desires, and building a plan around that. They provide full wealth management services as part of a long-term engagement, including traditional financial planning and investment management.

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