Welcome to the first official episode of 2024! We’re thrilled to be joined by Lisa Crosta, CFP®, CPA, MBA, this week, the Director of Wealth Management at BPP Wealth Solutions. She’s here to share her journey into financial services and insights into BPP’s comprehensive financial planning process, collaborative team structure, and Security Income Plan®.

Lisa also shares her passion for educating and empowering female investors. As an all-women firm, BPP Wealth Solutions is uniquely positioned to cater to women's financial needs and ensure they are well informed about their investments, income, and retirement plans.

Here’s some of what we discuss in this episode:

• Lisa’s financial career + passion for developing intimate client relationships
• BPP Wealth Solutions’ process, which starts with a comprehensive financial plan and goes on to build a roadmap for building, protecting, and preserving wealth
• BPP Wealth’s collaborative process, training efforts, and note-taking procedures
• Why BPP chose to start charging for their financial plans + the value this change has brought to their clients
• BPP Wealth Solutions' commitment to financial awareness among female investors

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