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
