Lisa Ward CFP

Lisa Ward CFP Financial Planner

09/01/2026

Thank you Greater Arlington Chamber for hosting us at the Arlington Airport this mornin!

Get out and network and learn about your city. I learned about the economic impact our airport has for the city. Super cool.

✈️✈️✈️

🚨 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...
09/01/2026

🚨 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...
08/29/2026

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.

08/27/2026

Have you had "the conversation" with your parents yet?

Not about inheritance...

About preparation.

If you're going to serve as an Executor or Power of Attorney, make sure you know:

📄 Where the will is

🏦 Bank and investment accounts

🏡 Property deeds

🛡️ Insurance policies

🏥 Healthcare directives

💻 Important online accounts

❤️ Funeral wishes

These conversations aren't easy.

But they're one of the greatest acts of love a family can give each other.

Don't wait for a crisis.

Have the conversation while everyone can participate.

Because estate planning isn't just about documents.

It's about giving your family clarity when they need it most.

Good income ≠ automatically building wealth.If you're earning more but still wondering:❓ Where is all my money going?❓ S...
08/25/2026

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.

08/20/2026

🎓 College move-in season is here!

Before your student heads to campus, make sure you've packed more than just the essentials.

Here's your College Financial Checklist:

🏦 Checking account

💰 Savings account

💳 Credit card plan (and how to use it responsibly)

📋 HIPAA Release Form

💵 A realistic monthly budget

☎️ An emergency financial plan

College is often the first time young adults manage money on their own.

Help them start strong by teaching:

✔️ Budgeting

✔️ Saving

✔️ Building credit

✔️ Avoiding unnecessary debt

The lessons they learn now can benefit them long after graduation.

Financial independence starts with preparation.

Had a great conversation and coffee on Monday. Networking is part of my role as a fiduciary for my clients. When clients...
08/18/2026

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 Buildi...
08/18/2026

🚗 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!

Fun memory popped up from 4 years ago! Porsche Cars North America Maverick Region Slipstream cover photo project for Nat...
08/14/2026

Fun memory popped up from 4 years ago! Porsche Cars North America Maverick Region Slipstream cover photo project for National Breast Cancer Foundation, Inc. Show off your PINK! 🩷

Over the past 4 years PCA has raised thousands of dollars for the NBCF HOPE Kits. We have help pack kits. I have personally sent out kits to women in my community. Now I have the honor of being on the Advisory Council at NBCF. I had no idea what kind of impact a little pink would have on my life.

This year we are raising funds for Mamorgrams. Its fun to see my passions in one photo.

Dance. Cars. Service.

08/13/2026

👶 Investing for your child?

Should you choose a Brokerage Account or a UTMA Account?

Here's the difference:

📈 Brokerage Account
✔️ You own the assets
✔️ You stay in control
✔️ Flexible for any future goal

👧 UTMA Account
✔️ Assets become your child's permanent property
✔️ You manage the account until they reach the age of majority
✔️ Can hold investments—and in many states, other assets like real estate, royalties, patents, and artwork

Before opening a UTMA, remember:

💰 It may affect need-based college financial aid.

📚 If your primary goal is education, a 529 plan may also be worth considering.

The best account isn't the one with the newest name.

It's the one that fits your family's goals.

Start with a plan—not just an account.

Address

812 W. ROSEDALE ST
Fort Worth, TX
76104

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