Keep up to date with every new upload!

Join free & follow Physician Financial Success
Share
  • 4 years ago
Alisa Le – Pacific Advisors

Alisa Le – Pacific Advisors

Alisa Le, financial advisor at Pacific Advisors specializes in advising dentists and physicians. Is keeping your financial papers and legal affairs organized and easy to access an issue for you? Alisa talks about her system for that and her philanthropic ventures and also talked to us about:

How the Living Balance Sheet can help you organize and strategize with all your legal, tax, mortgage, and banking advisors to get the most from their services
The difference between net worth and high income
How the Life Visions process can help you create a wealth strategy to accomplish your highest vision
Click here to listen to this episode →

Comments