Lisa Ward CFP

Lisa Ward CFP Financial Planner

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.

High income doesn’t automatically lead to wealth.Lisa Ward, MBA, CFP® works with a lot of high earners who feel like th...
05/15/2026

High income doesn’t automatically lead to wealth.

Lisa Ward, MBA, CFP® works with a lot of high earners who feel like they should be further ahead financially.

Not because they’re doing anything wrong

but because no one ever showed them how to:

• Structure cash flow intentionally

• Build savings without overthinking it

• Start investing efficiently

• Protect what they’re building

That’s exactly why she created: Building Wealth by Design
Thursday June 4th
5:30pm - 7:00pm
Zoom

If you’re earning well but want more clarity and control, this is for you.

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

05/14/2026

Your money should have a job.
If your dollars aren’t assigned a purpose, they will disappear into lifestyle.
This month’s question:
Does every dollar in your plan have a role?
• Short-term spending
• Emergency reserves
• Growth investing
• Tax strategy
• Future lifestyle design
Clarity creates confidence.

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

Business Over Breakfast this morning at . Fantastic opportunity to grow your personal and professional network. Bryan W...
05/12/2026

Business Over Breakfast this morning at . Fantastic opportunity to grow your personal and professional network. Bryan Weatherford would love to talk to you about membership.

This community continues to support me and my clients. Thankful for my Chamber peeps!

, Russell Reddic with

Address

812 W. ROSEDALE ST
Fort Worth, TX
76104

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