Lisa founded One Vision Retirement with two ideas in mind: a client-first approach and a focus on advice and planning. Her mission is simple: To cut through the noise and provide thoughtful, customized financial advice tailored for your personal situation. Lisa’s story began like many origin stories do, in Hollywood. Three years after graduating from Kenyon College, Lisa was working for a well-established film producer when she noticed he was green lighting projects that didn’t align with her values. She was sitting at a car wash getting the producer’s car detailed for the fourth time that week when she realized: I want to make a difference. After trying careers in education and then insurance, she found her calling: providing financial advice and planning for female professionals and their growing families. With the heart of a servant and the mind of a teacher, Lisa is always available to help you when you need her most, but especially when you think you don’t need her. Lisa has a unique ability to take complicated concepts, terms and ideas and present them in a way that is easy to understand. She begins by helping you to identify your financial goals and concerns. Then, she illustrates what is currently being done to address your goals. And finally, she discovers gaps in the overall plan, and offers solutions to fill those gaps. Lisa will even consult with your parents and children to ensure that everyone’s vision of financial success is aligned. Armed with a nurturing, team-oriented approach, Lisa will tap into an array of specialists to mastermind solutions for your personal needs. From the initial meeting to the formulation and implementation of the plan, Lisa is accessible and available every step of the way. Lisa was past president of the Mission Viejo Chamber of Commerce. An avid theater goer, Lisa also enjoys trail running, cooking, reading, traveling, food, kickboxing, and spin classes.
On this episode:
Stacey is joined by entrepreneur and financial advisor Lisa Sakai for a discussion on bucket list budgets, investing in yourself, and navigating self-doubt.
-Ego can push away potential clients.
-Investing in yourself stems from believing in yourself.
-Detailed goal setting keeps you motivated.
"A lot of my industry is built off of selling product. I knew that wasn't going to be how I did things. I wanted to build relationships. I'll never be a product person." -Lisa Sakai
"I've seen a very small sense over-confidence... go a long way in pushing off potential clients." -Stacey O'Byrne
"My first year I made $8000. I felt lucky in the sense that I came into entrepreneurship with zero ego. Wins really felt like wins no matter how small they were." -Lisa Sakai
"We constantly have to remind ourselves to ask for the sale." -Stacey O'Byrne