Crack the Code & Achieve Bucket List Acceleration with Lisa Sakai

Welcome to “Give a Heck Podcast!” with your host Dwight Heck.

In this engaging episode, we delve into Lisa Sakai’s fascinating journey. Originally immersed in the world of Hollywood, Lisa discovered her true calling lay elsewhere. She transitioned from the entertainment industry to teaching, where she learned the profound importance of connecting with students and positively shaping their lives. However, she faced challenges within the education system and eventually embarked on a new path. Now, as a financial consultant, Lisa helps clients fulfill their bucket list dreams and find genuine fulfillment in their lives. Join us for an inspiring exploration of her transformation and her dedication to making a meaningful impact!

In this episode, you’ll learn about…

  • Lisa’s Journey from Financial Unfamiliarity to Financial Advisor
  • The Importance of Caring for Clients in Financial Planning
  • Pushing Clients to Understand Their Finances and Provide Reassurance
  • The Emotional Aspect of Money and Living Authentically
  • And so much more!

 


About Lisa Sakai:

Lisa Sakai is a dedicated financial advisor and the founder of One Vision Retirement. She is driven by her passion for helping female executives achieve their desired lifestyles while securing their future financial well-being. Her professional journey began in Hollywood, where she worked with a film producer but soon realized her desire to make a meaningful impact. After exploring careers in education and insurance, she found her true calling in providing financial advice and planning for female professionals and their growing families. Lisa’s strength lies in simplifying complex financial concepts and tailoring solutions to align with clients’ goals.

 

Connect with Lisa Sakai on…

Website: https://www.onevisionretire.com/

Facebook: https://www.facebook.com/onevisionretirement

LinkedIn: https://www.linkedin.com/in/lisasakai/

YouTube: https://www.youtube.com/channel/UCG0ymYn1LZxIgcFmPiZfOLA

 

Connect with Dwight Heck!

Website: https://giveaheck.com (Free Book Offer)

Instagram: https://www.instagram.com/give.a.heck

Facebook: https://www.facebook.com/dwight.heck

Facebook Group: https://www.facebook.com/groups/Giveaheck

YouTube: https://www.youtube.com/channel/UCF0i

LinkedIn: https://www.linkedin.com/in/dwight-raymond-heck-65a90150/