Financial Planning


Owning Your Situation

“Some of it is just owning your situation, right? Okay, I wanted to get all this stuff done, but I can't. That doesn't mean I'm a failure. That just means that's what happened today. What can I do to fix it? So instead of it letting it beat you down, just accept it and give yourself grace.” – Lisa Werner

More than 10 years after stepping into the independent space, Lisa Werner, Life Underwriting Training Council Fellow (LUTCF) and Retirement Income Certified Professional® (RICP) at Marketplace Financial Group, continues serving individual and small business clients as a comprehensive financial professional. Don’t miss this episode of Cambridge Stronger as Lisa unravels her journey to the independent space and shares what key insights she learned along the way. From finding clients to uncovering their big picture strategy, Lisa highlights how she guides her clients through the transition to retirement.