About Lisa J. Heathfield, CFP®
Financial Strategist | Investment Thought Leader | Speaker
The World is Changing—Our Investments Should Too.
For decades, investing has been driven by outdated models—systems built for a world that no longer exists. Traditional finance focuses on endless growth, disconnected from the real-world economy. But the future isn’t about chasing speculation. It’s about resilience, adaptability, and aligning capital with what actually matters.
I help investors, entrepreneurs, and changemakers navigate this shift, rethink their financial strategies, and position themselves for the evolving world ahead.
A Different Path to Finance
I didn’t arrive at this work by following a conventional path—because convention is exactly what I stepped away from.
I spent years in traditional finance, working as a Certified Financial Planner (CFP®) and advising clients on investment strategies. But over time, I started noticing patterns that didn’t add up. Investors were putting money into a system that no longer reflected reality. The financial world was operating as if nothing had changed, while everything was changing.
I wasn’t just watching markets. I was watching human behavior, global shifts, and the bigger patterns shaping our future. It became clear that capital needed to move differently—not just for individual returns, but for long-term sustainability and security.
So, I stepped away. I gave myself space to think, to observe, and to ask:
* What would finance look like if it truly supported the world we’re moving into?
* How can investors build wealth in ways that align with resilience, not just volatility?
* What if we designed investment strategies with a deeper awareness of where things are actually going?
These questions led me to a new approach—one that goes beyond traditional investing, beyond outdated economic models, and into a future where money is an intentional force for both stability and evolution.