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Phone: (512) 498-PLAN (7526)
info@planningworks.biz

Lisa A. Allen

Lisa A. Allen
Principal/Co-founder
lisa@planningworks.biz

Lisa Allen has assisted individuals with their financial goals since 1983. Believing in the importance of comprehensive wealth planning, Lisa joined talents with Mikiel Featherston to start PlanningWork$ in 1999. Since then, she has been providing client consulting and financial management for asset accumulation and wealth preservation.

Prior to co-founding PlanningWork$, Lisa worked as an independent financial consultant based in Austin. She has worked with clients for three decades to build comprehensive strategies that create enduring wealth. Her experience extends to developing strategies that integrate non-market correlated assets and long-term retirement plans. Lisa earned her BBA in Marketing with a minor in Mathematics from Texas Tech University.

Lisa Allen is passionate about community involvement. As a founding member of Impact Austin in 2002, she currently serves on its Board of Directors. Lisa has taken an active role in the Iota House Corporation of Chi Omega Fraternity serving as Board President and chair of the Special Projects-Financial Committee. She supports Mobile Loaves & Fishes and the Community First! Village project, and remains an active member of CREW Austin after her term as a board member.

In August 2012, Lisa was recognized as a finalist for Austin's Most Influential Women: 2012 Profiles in Power Award. Forbes, Inc. named her as a top advisor in 2010 based on client service. Lisa is a Certified Wealth Strategist® and a long-standing member of the Financial Planning Association.

Lisa and her husband Mike enjoy bay fishing in South Texas, golfing, music, sailing, and spending time with their families. She is also involved in St. John Neumann Catholic Church.

Life and Business Strategies...Start the Journey

CONTACT US: 2700 Via Fortuna Suite 100 • Austin, TX 78746 • (512) 498-7526
Fax (512) 684-8519 • info@planningworks.biz

Investment Advisory services offered through, Waterloo Capital, L.P. a SEC Registered Investment Advisor. Securities offered through Calton & Associates, Inc. Member FINRA/SIPC OSJ 2701 N. Rocky Point Dr., Suite 1000, Tampa, FL 33607 (813) 605-0918 Waterloo Capital, L.P., PlanningWorks, Inc. and Calton & Associates, Inc. are separate entities.

A Registered Representative may only transact business in states where they are registered, or exempt from registration. Currently we have Representatives registered in CA, CO, FL, GA, IL, MN, MO, NE, NM, OH, PA, SC, and TX. If your resident state is not listed, please contact us at info@planningworks.biz. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.

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