Goodbye, financial services smokescreen.
Hello, EmberHouse – personal, passionate, plainspoken financial planning.
I believe in wealth management with honesty, responsiveness,
and a serious lack of dread, shame, and gobbledygook.
I believe in wealth management with honesty, responsiveness,
and a serious lack of dread, shame, and gobbledygook.
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My story.
“Money is inextricably linked to our lives; you can’t escape it. And money is always about more than just money.”
Lisa Dieter, CFP®, is rather a rare bird in the world of finance. Naturally analytical, she’s passionate about math and revels in intellectual challenge. She’s got a favorite irrational number. But she’s also strongly intuitive, insightful, and a true people-person. She needs more than numbers to find her work fulfilling – she needs to help others. Which is how Lisa came to see that her industry is broken.
“The whole financial-services model is broken,” she asserts. “How services are delivered is unhelpful, and even with well-intentioned advisors, the focus is wrong. Financial planners tend to be people who love to tell other people what to do. I tried that, and found it ineffective.
”What Lisa found really worked was engaging with empathy – not enforcing values onto her clients, but helping clients clarify their own values and use their money accordingly. This approach of meeting people where they are financially, including their emotions and psychology around money, led Lisa to found EmberHouse.
“My whole career has been leading up to this concept,” she affirms. “At EmberHouse, my focus is on helping people become the best version of themselves, and eliminating any anxiety, stress or fear they might have around money issues. Everything i do goes through that filter – if what i'm doing doesn’t eradicate anxiety, stress or fear around money, or it doesn’t help the client live their best life, then i don’t bother.”
“The whole financial-services model is broken,” she asserts. “How services are delivered is unhelpful, and even with well-intentioned advisors, the focus is wrong. Financial planners tend to be people who love to tell other people what to do. I tried that, and found it ineffective.
”What Lisa found really worked was engaging with empathy – not enforcing values onto her clients, but helping clients clarify their own values and use their money accordingly. This approach of meeting people where they are financially, including their emotions and psychology around money, led Lisa to found EmberHouse.
“My whole career has been leading up to this concept,” she affirms. “At EmberHouse, my focus is on helping people become the best version of themselves, and eliminating any anxiety, stress or fear they might have around money issues. Everything i do goes through that filter – if what i'm doing doesn’t eradicate anxiety, stress or fear around money, or it doesn’t help the client live their best life, then i don’t bother.”
My values.
A key component of my practice is helping clients define and act on their core values -- here are mine:
Tell the truth, but kindly
I am understanding, but direct. I'll tell it like it is, no sugarcoating necessary. I believe in collaboration, communication and heartfelt honesty.
Ensure a proper fit
I want to make a tangible, sustainable change in my clients’ lives. If you’re not a good fit for our services, i'll tell you.
Speak the client’s language
I can’t understand you if you can’t understand us. All communication is considered from the perspective of “Will this make sense to the client?”
Stay in our lane
Anyone who says they know it all, knows nothing. My talents are diverse, but we lean on trusted partners when clients need something outside of my area of expertise.
Honor the client and their values
I treat every client like we would our mom. In fact, my mom is a client. I never judge. If you don’t feel safe, confident and heard -- I'm not doing my job.
