Lisa Y. Jones is a faith-rooted wealth strategist who helps high-earning women and professionals approaching retirement make informed, tax-aware financial decisions. A speaker, #1 best-selling author of Financial Seasons, and co-founder of Financially Awakened, Jones combines practical wealth-building education with guidance grounded in faith and stewardship. Her work focuses on creating greater control, liquidity, and flexibility for people planning for retirement, managing debt, or preparing for life’s financial uncertainties.

Services include retirement analysis and income planning, long-term care considerations, debt elimination strategies, and guidance on Infinite Banking using properly structured permanent cash value life insurance. These policies may provide a death benefit while building cash value that clients can access during their lifetimes. Where appropriate, Jones also evaluates income annuities or similar solutions for more stable retirement income. Her approach addresses taxes, access to capital, income stability, debt payoff, and legacy planning, with strategies tailored to clients’ goals and timelines.