S2 Ep13 - Understanding the Power of Financial Planning with Lisa Crosta

08/11/23 • 24 min

Join us for this insightful conversation with Lisa Crosta, the Director of Wealth Management at BPP Wealth Solutions, to discuss the importance of financial planning to achieve long-term financial goals. Lisa explains how a comprehensive financial plan can provide a roadmap for your future success. This plan can help prioritize and create strategies for multiple goals, such as buying a home, funding your children's education, or retiring comfortably.
One of the cornerstones of Lisa's approach is optionality. She advocates for creating multiple choices and pathways to achieve your financial goals. This allows for flexibility and the ability to adapt to changing circumstances and goals.
Sometimes, navigating the world of personal finance can be overwhelming and confusing. That's where Lisa comes in. With her expertise in financial planning and her passion for helping individuals align their financial plans with their dreams, Lisa is a trusted ally for women seeking to secure their financial future.
Key insights from our conversation:
1️⃣ ALIGNED GOALS: Start by identifying your financial goals and ensure they align with your personal values. You may want to retire, start a new venture, or change your career path. Your financial plan should support your choices.
2️⃣ UNDERSTANDING EXPENDITURE: Everybody’s financial situation and lifestyle choices are unique. It's essential to comprehend that there's no 'normal' in personal finances. Acknowledge and respect your spending habits and work out a financial strategy that addresses them.
3️⃣ HARMONY BETWEEN LIFE & FINANCES: Your happiness in your work-life matters. Always consider if a higher salary is worth the stress and unhappiness, or if you'd be happier with a pay cut in a job you love. Your financial plan should allow for this flexibility.
4️⃣ EMOTIONAL MONEY: Finances are closely tied to emotions. Recognize the role your emotions play in spending, saving, and investment decisions. Make it your strength, not your pitfall.
5️⃣ HARNESS YOUR POWER: Understanding the specifics of your financial needs can empower you to negotiate better salaries or make necessary lifestyle changes.
A Certified Financial Planner Professional (CFP®) as well as a Certified Public Accountant (CPA), Lisa Crosta is the Director of Wealth Management of BPP Wealth Solutions, where she helps her clients better understand their financial picture so they can achieve their dreams.
Having gone through divorce and raising three kids on her own, Lisa aims to help other women who find themselves in tough situations. Lisa’s energy, unbridled determination & communication gives her clients the confidence they need to succeed, and empowers them to make great financial decisions. She enjoys guiding her clients through the confusion of complex financial jargon, bringing clarity to the financial realm of her clients’ lives.
You can connect with Lisa here:
LinkedIn: https://www.linkedin.com/in/lisa-crosta-cpa-cfp%C2%AE-mba-9b6b2434
Website: https://www.bppwealth.com/

Previous Episode

S2 Ep12 - The Power of Networking in Your Job Search with Trisha Degg

Ever Felt Lost While on a Job Hunt?
Job seeking can be a tough path. But, let's change our perspective and see the job search as a golden opportunity.
In our latest podcast episode, we talk with Trisha Degg, a dynamic talent director, travel enthusiast, foodie and master connector. She shares her valuable insights on networking, relationship-building, and the art of making meaningful connections.
She highlighted the importance of maintaining relationships in your network and using this network proactively when job seeking.
Your network is your professional currency, it's more than just a group of people you know. It's a collection of relationships that can help pave the way to new opportunities and career advancements.
Key takeaways from our insightful conversation:
Harness the Power of Your Network

Every connection counts
Take care of your network and maintain relationships with the people you meet
Follow up with a thank you email after meeting someone new

Job Search Like a Job

Treat your job seeking process as an actual job
Structure your days with robust plans
This will keep you focused and proactive

LinkedIn – A Powerful Tool

Leverage LinkedIn to connect with potential employers and influencers
Download your LinkedIn contacts and reach out with a personalized message, stating your intentions and capabilities
Set daily goals for reaching out to a certain number of people

The 'No Application' Route

Here's something you might not have heard before - Trisha didn't apply to any jobs. Instead, she reached out to her network and active connections resulting in successful job opportunities.

Trisha Degg is the VP of Talent Platform for Jump Capital. Trisha helps Jump's 65-plus portfolio companies navigate the tight talent market to find the best of the best. With over 15 years of corporate recruiting, campus recruitment, and HR experience, Trisha excels at finding new ways to locate talent, and is passionate about networking. She works with the heads of HR/Talent and founders at portfolio companies to help develop and refine their procedures and processes. Trisha’s specialties are talent attraction and retention, organizational development, manager training, interview skills/resume writing, building and refining internship programs, and employment branding
You can connect with Trisha here:
LinkedIn: https://www.linkedin.com/in/tdegg
Job Opportunities at JumpCapital: https://jobs.jumpcap.com/companies

Next Episode

S2 Ep14 - Embracing Midlife with Confidence: Navigating through Perimenopause with Kathy Batista

Perimenopause is a key transition phase for women, often affecting their health and wellbeing in ways most people are unaware of. If you're in your midlife, you might have questions about perimenopause, its indications, and how it might influence your daily life. Well, you're in the right place!
Join us as we have a thoughtful & inspiring conversation with Kathy Batista, founder of Kathy Batista Coaching, to shed light on the little-discussed world of perimenopause and its diverse symptoms.
Kathy discusses how midlife is a transformative phase for women, a time when we have the opportunity to reflect, evaluate our priorities, and discover new passions. Kathy shares her advise on maintaining mood and mindset during this stage of life, while discussing the importance of preparing for midlife early on.
Don't miss this empowering episode designed specifically for women navigating midlife!
Key takeaways on Perimenopause:

Perimenopause can last anywhere from 1 to 15 years.
Perimenopause usually starts in your 40s, even 30s for some.
Perimenopause is the long, winding journey leading up to menopause.
Menopause is not the second half of your life, but rather one single day!

Kathy also offers a three-pillar quiz to help individuals assess their mood, mindfulness, and mindset. This strategy has been a game changer for many women, especially in mid-life!
The 3-pillars of success are: Mood, Mindfulness & Mindset.

To learn more & take the quiz: https://www.kathybatista.com/take-the-3-pillar-quiz
Kathy Batista is the go-to coach for midlife women. She believes midlife isn’t just based on age – it’s a phase of life and can be your best one yet! By tapping into your values and strengths, you can take aligned action to create purpose and joy, leading to that, often missing, sense of fulfillment. Now is your time!
Having navigated midlife changes and shifts, Kathy offers guidance and compassion to women asking themselves, “Is this it?” or “What’s next?”. She enjoys sharing the tools of her growth with her clients and peers.
With certifications in Life Designer Coaching, Thought Coaching, Quantum Time Technique, and Mindfulness Facilitation, Kathy coaches women to discover their midlife magic through conscious healing and self-discovery.
You can connect with Kathy here:
Facebook: https://www.facebook.com/coachkathybatista/
Website: https://www.kathybatista.com/