Liisa Tatem, CPA, CA, CBV, CFDS, FPSC Level 1®

Liisa Specializes in Assisting:

  • Individuals (including divorced, separated, widowed)
  • Couples and Families
  • Business Owners/Self-Employed
  • Professionals

Liisa Specializes in the Following Services:

  • Budgeting and Cash Flow Planning
  • Financial Education
  • Business Cash Flow Planning
  • Planning through transitions (divorce, loss of spouse/partner, career change)

“Money is a tool for reaching our goals. Finances, faced squarely and managed with intention, can provide a life of abundance.”

Liisa’s Style

Down-to earth, compassionate, and ever practical, Liisa knows the best place to start is exactly where you are today. She believes every situation has a solution and a path forward; it’s a question of clarity surrounding your current circumstances and a plan for your future. She has a knack for finding and untangling the “stuck places” that keep people from moving forward with their financial goals.

Liisa’s Story

Liisa comes from modest beginnings; her family experienced many significant financial obstacles throughout her childhood. Yet Liisa never believed she lacked anything in life and was always happy with what she had.

It was her parents’ struggle that inspired Liisa to understand the workings of money. She became a certified public accountant, a chartered accountant, a chartered business valuator, and a certified financial divorce specialist. But finance alone didn’t allow Liisa the opportunity to really impact people’s lives. She pursued therapeutic and life-coach training, but again there was something missing. She wanted to find the point at which money and emotions met. Liisa found that meeting place in Money Coaches Canada.

Whether she is meeting with a couple, a small business owner, a professional, or someone struggling with a life transition such as a divorce, Liisa wants to understand their goals, values, and what brought them to money coaching.

“Then we can make an honest, non-judgemental assessment of their current situation. We often uncover and reframe beliefs that have kept them stuck. Armed with this knowledge, we create a spending and savings plan that supports their goals. People get excited about their financial potential; it’s a very positive experience.”

Liisa is an empathetic listener who understands the stress money worries can have on an individual or an entire family, but her life experience and training have also taught her that there is always a way forward, there is always a solution.

Contact Liisa For a Free Consultation

Testimonials

Reducing Debt Anxiety – Moving towards Financial Freedom

Working with Liisa has given me a clear picture of my monthly costs, the level of expenditures I can anticipate, and the impact of those expenses on my debt levels. I now have a better understanding of how to manage my income to meet my obligations and I have made progress in reducing my debt. Liisa has been a sounding board for debt reduction strategies and provided me with the information I needed to make decisions around how to repay and minimize debt. When unexpected expenditures arise I can now make an informed choice about incurring these costs and I can calculate their impact. It makes me feel like I have options whereas before I just felt paralyzed.

As a single parent it has been difficult to avoid getting into debt to meet the needs of my family. I have two kids in university and fears about debt levels and retirement savings dominated much of my daily thinking and were affecting other areas of my life. I didn’t like the negative mind frame I found myself in – something needed to change.

Money Coaching has lessened my anxiety around money because I have new clarity and more knowledge about my situation and someone to guide and support me through the process. I look forward to continuing on this path and increasing my financial freedom.

– Marni M., Vancouver

Starting Out Right

As I began working full time and supporting myself I found that I didn’t have clarity around my monthly expenditures, how much I could spend and how much I should save. In addition, I didn’t fully understand how investments or RRSPs worked and was hesitant to address these things.

Working with Liisa I found that I have enough money to do the things I want in my life while saving for my future. Liisa was non-judgmental and accepting of where I was at and supported me in setting up a financial system that gave each dollar a job. As a result of our work I now feel much more knowledgeable about money and secure that I have enough to follow my dreams and support me through challenges. What a great way to start my independence!

– Brendan T. Kitchener, Waterloo