Author Archives: Lisa Stevens

Lisa Stevens

About Lisa Stevens

Mother of three…devoted wife…spiritually centered…community minded…Wells Fargo veteran…passionate about helping moms take care of themselves financially. Raised by a devoted mother who continues to provide unconditional love and support, Lisa has been following in her mother’s path for the last 14 years as she raises a son and two daughters with her husband and best friend, Rob. How she responds to challenges at home and at work is a daily reflection exercise. She strives to use unexpected character-building moments to embrace her shortcomings and commit to learning and growing. As a community banking executive, Lisa likes to think of life’s journey as a series of deposits – freely giving of yourself to others – and withdrawals – opening yourself to receiving gifts from others. She readily admits motherhood gave her an entirely new perspective here. Her personal experiences and 24-year career in financial services led her to write this blog with moms in mind. Money can evoke a range of emotions for moms, and Lisa strives here to help moms take control of their financial future.

What’s your 2.0 version?

As I celebrate Women’s History Month, I am reminded of a recent event I attended with a group of women and the topic of reinventing yourself, improving yourself, came up.  It got us thinking about what is our next version … Continue reading

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What every parent should know about the college planning years

As we settle into 2014, I have been reflecting how quickly time is passing and how my children are growing up.  I think of our family traditions and a new one we added to our year-end holiday traditions in recent … Continue reading

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Everyone can make a difference and serve

Like many Americans, my family and I observed the Martin Luther King Jr. holiday this year.  I really like that the focus of this holiday includes participating in volunteer events in service to others.  It is a great time to … Continue reading

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Quality living in the golden years

I first met the sisters of Santa Teresita when our family moved to Los Angeles and multiple people asked me to spend some time with them.  I must admit I was at first a little uncertain.  When I met these … Continue reading

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Kicking off the Thanksgiving season with an attitude of gratitude

One of my favorite holidays is Thanksgiving.  It is a time when most of us reflect on what is most important in our lives and when we take the time to express our gratitude.  It is also a time when … Continue reading

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Appreciating and Saving for what we want

My money buddy, Stacy, and I were discussing how to make our kids genuinely appreciate all that they have. When we were growing up, you had to wait for things and waiting created excitement and let your mind imagine what … Continue reading

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Small businesses are the lifeblood for the local economy

I mostly write about my family and lessons I learn. Today I am writing about small business. I love small businesses. When small businesses succeed, wonderful things happen in our local economy – businesses expand, equipment and real estate are … Continue reading

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Never too young for a money lesson

Life moments with special friends and my daughter I recently attended a baby shower with my 8 year old daughter, Ella.  The shower was for a dear friend Candace who is having her first baby.  It was a lovely afternoon … Continue reading

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Managing money may be like managing your life

Summer is gone and homework season is here Ok, where did the summer go?  It seems like we just had graduations and started making summer plans, but now all the kids are back in school. So the last few weeks … Continue reading

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Courageous conversations can lead to meaningful connections

I recently wrote about telling my new story and letting go of old stories that I had created for myself.  I have some recent learnings about understanding other people’s stories.  The power of discovering what makes other people tick, what … Continue reading

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