Lisa Ward CFP

Your money should have a job. Your financial plan should have a purpose. And your future should have a design. 🚗💜

Building wealth isn't just about watching your account balances grow.

It's about making intentional decisions with your money so you can create the future you want.

At Building Wealth by Design, we'll break down the fundamentals:

💰 Manage your cash flow
💳 Reduce debt
🏦 Build savings
📈 Start investing
🛡️ Protect what you're building

Whether you're just getting started or you've been earning for years but haven't created a real strategy yet, this class is designed to help you make more confident money decisions.

🚘 Building Wealth by Design

Wednesday, September 16
11:00 AM–12:30 PM
📍 Fifth Gear Automotive – Lake Park Plaza
359 Lake Park Rd, Suite 124
Lewisville, TX 75057

Hosted by Lisa Ward, MBA, CFP®

Your financial future is yours to design.

🚗 Take the wheel.
🧭 Choose your direction.
💜 Build your wealth.

👉 Register today!

🚨 IT'S ALMOST TIME TO TAKE THE WHEEL.

Your financial future isn't something you have to figure out all at once.

But you do need a direction.

Join me for Building Wealth by Design and let's talk about the foundational moves that can help you:

💰 Manage your cash flow
💳 Reduce debt
🏦 Build savings
📈 Start investing
🛡️ Protect what you're building

Wednesday, September 16
⏰ 11:00 AM–12:30 PM
📍 Fifth Gear Automotive – Lake Park Plaza
Lewisville, TX

Hosted by Lisa Ward, MBA, CFP®

🚗 Take the wheel.
🧭 Create your roadmap.
💜 Design your financial future.

👉 Register now.

Tried some new veggies and varieties this year.

Okra is going strong! It was a questionable start but I am working in my 4th quart.

New fancy grilling bell pepper. Did really well!

Both watermelon and pumpkin were eaten by bugs before the fruit could grow.

Gardening is rewarding and humbling at the same time. New challenges and opportunities with growing patterns.

The same can be applied to growing your wealth. We set out with great plans and then life throws us some easy wins and challenges along the way.

Keep tending to your financial garden. Good habits reap can reap good rewards.

Good income ≠ automatically building wealth.

If you're earning more but still wondering:

❓ Where is all my money going?
❓ Should I pay off debt or invest?
❓ How much should I have in savings?
❓ When should I start investing?
❓ How do I protect everything I'm building?

It's time to stop driving without a map. 🗺️🚗

At Building Wealth by Design, we'll work through the financial building blocks that can help you take control of your money and your future.

Cash Flow. Debt. Savings. Investing. Protection.

Your future is worth a plan.

📅 September 16 | 11:00 AM–12:30 PM
📍 Fifth Gear Automotive | Lewisville, TX

Hosted by Lisa Ward, MBA, CFP®

Take the wheel. Build the plan. Design your future.

👉 Register today.

Had a great conversation and coffee on Monday.

Networking is part of my role as a fiduciary for my clients. When clients need additional services they turn to me for recommendations.

Occasionally it can feel like a chore to get out and meet complete strangers. Sometimes you will connect with people and it is enjoyable because they bring their genuine self to the table. It's not a sales pitch but an opportunity to make a new friend and professional connection.

When I saw Johnathan drive up in the beauty to coffee I knew we had lots to talk about. Thank you for what you do and the opportunity to help our community together.

🚗 YOU'RE IN THE DRIVER'S SEAT.

Your financial future shouldn't be left to chance.

It should be designed.

Join me for Building Wealth by Design and learn how to create a stronger financial foundation—one decision at a time.

We'll talk about:

💰 Cash Flow Management
💳 Debt Reduction
🏦 Building Savings
📈 Starting to Invest
🛡️ Risk Protection Through Insurance

Because building wealth isn't just about making more money.

It's about knowing what to do with the money you make.

It's about protecting what you've built.

And it's about having a plan for where you're going next.

🏁 Building Wealth by Design

📅 Wednesday, September 16
⏰ 11:00 AM–12:30 PM
📍 Fifth Gear Automotive – Lake Park Plaza
359 Lake Park Rd, Suite 124
Lewisville, TX 75057

Hosted by Lisa Ward, MBA, CFP®
Plumb Financial

Take the wheel. Design your future. Build your wealth.

👉 Register today!