Lisa Ward CFP

Lisa Ward CFP Financial Planner

06/18/2026

When should you start taking retirement planning seriously?

Your 30s, 40s and 50s.

Not because retirement is around the corner...

But because these years can have the biggest impact on your future.

Ask yourself:

✔️ Am I saving enough?

✔️ Am I maximizing retirement accounts?

✔️ Do I know what retirement income will look like?

✔️ Am I building wealth intentionally?

Here's the real goal:

To reach a point where you work because you WANT to—not because you HAVE to.

That's what financial freedom feels like.

Schedule time with Lisa https://calendly.com/plumb-financial

06/11/2026

Your estate plan may be complete...

But is it current?

This mid-year, review these 4 things:

✔️ Estate documents

✔️ Beneficiary designations

✔️ Trust funding

✔️ Family communication

Here's what many families miss:

The documents matter.

But so do the conversations.

Schedule a Family Fire Drill 🔥https://calendly.com/plumb-financial

Review:
• Who does what
• Where documents are stored
• Your wishes and intentions
• What happens if something changes

Clarity prevents conflict.

And protecting relationships is one of the most important parts of legacy planning.

06/04/2026

Half the year is gone. 📅

Before you blink and it's December...

Take 15 minutes and check these 4 things:

✔️ Are you on track with your savings goals?

✔️ Are your automatic investments still set correctly?

✔️ How much have you contributed to your 401(k), IRA, or HSA?

✔️ Has lifestyle inflation quietly increased your spending?

Schedule Blueprint Call with Lisa https://calendly.com/plumb-financial

Wealth isn't built in one big decision.

It's built through small adjustments repeated consistently.

You still have six months left to make this year count.

05/28/2026

Your personal and business finances should be separate but coordinated.

This month:

Identify what you want your life to look like

Define the role your business plays in creating it

Set a strategic compensation + distribution plan

Ensure your personal investments grow outside the business

For many founders, business finances and personal finances are deeply intertwined. But long-term wealth is built when they are intentionally coordinated.

Lisa Ward, MBA, CFP® helping business owners:

Align personal goals and business strategy

Create a structured compensation flow

Begin outside-the-business investing for diversification

Build the business and build your life, at the same time.

Schedule your Blueprint call today! https://calendly.com/plumb-financial

The goal isn’t just to make money it’s to feel in control of it. Don't let it leak out of control. Imagine: ✔ Knowing e...
05/22/2026

The goal isn’t just to make money it’s to feel in control of it. Don't let it leak out of control.

Imagine:

✔ Knowing exactly where your money is going

✔ Feeling confident about your future

✔ Making financial decisions without second guessing

That’s what we’re building toward.

Learn some leaks you might have in your plan.

Plug the leaks and start building wealth today!

Building Wealth by Design hosted by Lisa Ward, MBA, CFP®

Thursday June 4th

5:30pm - 7:00pm

Zoom

Register Here: https://calendly.com/plumb-financial/retirement-by-design-tax-and-estate-planning-clone?back=1&month=2026-06

05/21/2026

A strong legacy plan isn’t one document, it’s a system.

This month:

List your accounts & ownership structure

Confirm beneficiary designations

Ensure your estate documents reflect your current wishes

Review communication plans with heirs

Legacy planning is not about complexity.

Don't be like other people and say, “I’ll organize everything later.”

But clarity is needed before a crisis, not during one.

Schedule your Financial Fire Drill:

The right people know what exists

Your intentions are clearly expressed

There is no confusion or guesswork later

It’s about clarity and communication.

Need help? Schedule your Blueprint call with Lisa Ward, MBA, CFP® today.

https://calendly.com/plumb-financial

05/18/2026

Plumb Financial celebrated an incredible first year with an unforgettable Client Appreciation Event at Eagles Canyon Raceway! 🏁

Clients and guests experienced the thrill of the track with parade laps in their own cars, an exclusive up-close tour with a race team, behind-the-scenes access to high-performance race cars, view spirited driving sessions, and the excitement of the Maverick Region Porsche Club of America Club Race.

This event was our way of saying thank you to the amazing clients, families, and friends who have supported Plumb Financials' journey over the past year. We are truly grateful for the trust you place in us and loved celebrating with our community at one of Texas’ premier racing venues.

Thank you to everyone who joined us for a day filled with speed, connection, and unforgettable memories. Here’s to the next chapter! 🚗💨

Final call.Caption:We’re just days away fromRetirement by Design: Tax & Estate PlanningIf you want to:✔ Reduce unnecessa...
05/18/2026

Final call.

Caption:
We’re just days away from
Retirement by Design: Tax & Estate Planning

If you want to:
✔ Reduce unnecessary taxes
✔ Feel confident about your income
✔ Make sure your plan reflects your wishes

This is your opportunity.

📅 May 21
📍 Arlington, TX

Send me a message and I’ll get you registered.

Address

812 W. ROSEDALE ST
Fort Worth, TX
76104

Website

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