• Contact Information

  • Recent Updates

    • Lake Tahoe Satellite Office Opening June 1, 2012
    • Licensed for Business in California & Nevada

    • Company Holds Professional Liability Insurance; No History of Claims

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Aging is a normal, healthy process, a natural part of our life cycle. It is best embraced and not ignored.


I advocate designing personalized strategies for aging before they need to be imple­men­ted.

SOUL SHERPA® offers unique, customized and confidential services which aid in addressing medical, legal, financial, insurance and/or emotional challenges of aging. Select only those services helpful to you or your loved ones. It is possible to address one area, and add only as you wish.

I am a trusted advocate and liaison for every client, ensuring each one’s interests and wishes are accurately reflected in planning, set in place by estate attorneys, financial advisers, ac­count­ants, in­sur­ance agents and medical care providers.


Services Cover:

  • Medical
  • Legal
  • Financial
  • Insurance
  • Emotional Support

Click here to read more about our Detailed Services.

Lisa’s head-shot courtesy of Thrift Road Images