You are the Best Caretaker of Your Money
You are in the best position to make educated financial decisions for your family. Money Mentors LLC is committed to help you sift through all the statements, entities and expenses to provide thoughtful, intuitive representation of your money situation - the necessary foundation to create the strategy to meet your goals.
How Money Mentors Can Help
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Money Mentors provides a confidential, safe-harbor to discuss, evaluate and organize sensitive financial information in a respectful and non-judgmental manner. Your money is a personal matter and should be handled with the utmost respect and discretion. We work with you to define the issue or situation and craft a solution that meets your unique needs.
Instances where, Money Mentors, as a Financial Organizer, would demonstrate value:
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Changes in a personal situation - Marriage, Divorce, Death
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Inheritance or influx of money
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Career changes or retirement (planning for retirement and transitioning into retirement)
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Anyone who wants to understand their money and its potential
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Lack of time to devote to managing family wealth
By charging an hourly fee, we can guarantee that our recommendations are based on what is best for your current situation. We are not financial advisers, insurance brokers or investment managers. Money Mentors does not sell any investment products, insurance or other related financial instruments.
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Taking your personal and business finances to the next level
About Us
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Lisa Gardina, CPA, MBA
Lisa Gardina is the President and Founder of Money Mentors, LLC, a financial organization company committed to helping families of all wealth levels consolidate financial data to thoughtfully produce usable information to facilitate improved financial decision-making.
A seasoned financial professional, Lisa has over 25 years of experience handling finance and organization issues for high profile individuals, families and companies. Ten of those years were spent as a Finance Leader in Oprah Winfrey's Family Office. Prior to working personally for Oprah Winfrey, she honed her analytical and coaching/training skills at PricewaterhouseCoopers, Deloitte & Touche and BNY Mellon.
Lisa also has a wealth of experience in the philanthropic realm, the most recent being the Co-Founder and Treasurer of the Dyslexia Action Group of Naperville.
She holds a Master of Business Administration from Robert Morris University and received her Bachelor of Science degree in business and accounting, with a minor in economics, from the University of Pittsburgh.
Lisa is a Certified Public Accountant and Certified Financial Educator. She is a member of the AICPA in the Personal Financial Services sector.