Goodbye, financial services smokescreen.
Hello, EmberHouse – personal, passionate, plainspoken financial planning.
We believe in wealth management with honesty, responsiveness,
and a serious lack of dread, shame, and gobbledygook.
We believe in wealth management with honesty, responsiveness,
and a serious lack of dread, shame, and gobbledygook.
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Our founder’s 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, our 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 we do goes through that filter – if what we’re doing doesn’t eradicate anxiety, stress or fear around money, or it doesn’t help the client live their best life, then we 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, our 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 we do goes through that filter – if what we’re doing doesn’t eradicate anxiety, stress or fear around money, or it doesn’t help the client live their best life, then we don’t bother.”
Our values.
A key component of our practice is helping clients define and act on their core values -- here are ours:
Tell the truth, but kindly
Speak the client’s language
Stay in our lane
Honor the client and their values
We 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.
A mathematician who don’t believe numbers are all there is.
Numbers are my specialty. But my superpower is aligning the right numbers and behaviors for your financial success.
Always game for a new challenge, Matt has never given much weight to traditional paths or what “most” people are doing. As a teenager, when most of his peers were blowing their allowance on pizza and Nintendo games, Matt invested his bar mitzvah gift money and was already buying stocks and cashing dividend checks.
Matt went on to combine two unlikely majors, studying business and physics in college, and diversified his portfolio of skills even further when he taught himself software engineering and web development.
Professionally, Matt has focused on bridging the gap between technology, business and finance to build businesses and help them thrive. For example, as operations director at a small software shop, he helped the firm develop, scale and ultimately sell an electronic payments product.
First and foremost, Matt is a builder -- of wealth, of skills, of software, of web apps, of businesses, of his extensive bourbon collection, of EmberHouse.
Matt went on to combine two unlikely majors, studying business and physics in college, and diversified his portfolio of skills even further when he taught himself software engineering and web development.
Professionally, Matt has focused on bridging the gap between technology, business and finance to build businesses and help them thrive. For example, as operations director at a small software shop, he helped the firm develop, scale and ultimately sell an electronic payments product.
First and foremost, Matt is a builder -- of wealth, of skills, of software, of web apps, of businesses, of his extensive bourbon collection, of EmberHouse.