Lisa Sakai

But I give a lot of props for people who get through it because it's like the corporate world. And people don't realize that. And I just wasn't made out for that. And so I started looking and insurance loves teachers because we can explain things in a way that that others can't. And so they love teachers.

But I give a lot of props for people who get through it because it's like the corporate world. And people don't realize that. And I just wasn't made out for that. And so I started looking and insurance loves teachers because we can explain things in a way that that others can't. And so they love teachers.

And so I started in finance and I kind of moved from just insurance into doing full financial planning because I wanted to know what the story was behind all the insurance and all that stuff. And now I do financial planning mostly.

And so I started in finance and I kind of moved from just insurance into doing full financial planning because I wanted to know what the story was behind all the insurance and all that stuff. And now I do financial planning mostly.

Yeah, we got the name mainly from taking a reference from the Queen song, One Vision, to really look at the client's vision, right? There's so many, unfortunately, I hate to say this, but in every industry, it's like this. There's so many people who have their own agenda when it comes to working with clients. And we really feel that it's about the clients want, the client's vision.

Yeah, we got the name mainly from taking a reference from the Queen song, One Vision, to really look at the client's vision, right? There's so many, unfortunately, I hate to say this, but in every industry, it's like this. There's so many people who have their own agenda when it comes to working with clients. And we really feel that it's about the clients want, the client's vision.

The one vision is the client vision and helping the client get a focused vision on what they're trying to accomplish. I'm a big believer in why, you know, the Simon Sinek, the why factor of why are you doing this? What is the purpose? Getting a lot of emotion and core values put around your why because it helps you get through a lot of hard times and

The one vision is the client vision and helping the client get a focused vision on what they're trying to accomplish. I'm a big believer in why, you know, the Simon Sinek, the why factor of why are you doing this? What is the purpose? Getting a lot of emotion and core values put around your why because it helps you get through a lot of hard times and

And so it really is about that focus of the one vision of the client. What are we trying to accomplish? And it's hard. People don't want to talk about that. Just like they don't want to talk to insurance. They don't want to talk about this either because it's really looking internally and sometimes being selfish. You know, sometimes it is being selfish and saying, I want to retire at 50.

And so it really is about that focus of the one vision of the client. What are we trying to accomplish? And it's hard. People don't want to talk about that. Just like they don't want to talk to insurance. They don't want to talk about this either because it's really looking internally and sometimes being selfish. You know, sometimes it is being selfish and saying, I want to retire at 50.

And people say, well, that's super selfish. You have kids, you have this, you have that. Not really. As long as you look at all the different aspects and figure out what you're trying to accomplish, if that's your vision, let's make sure everything that we're working towards is going towards that.

And people say, well, that's super selfish. You have kids, you have this, you have that. Not really. As long as you look at all the different aspects and figure out what you're trying to accomplish, if that's your vision, let's make sure everything that we're working towards is going towards that.

We really make sure that we're taking out that kind of financial language that gets really confusing for people. and really focus on what are we trying to accomplish and helping people figure out if a strategy that we're putting in place makes sense for them or not by going through the pros and cons.

We really make sure that we're taking out that kind of financial language that gets really confusing for people. and really focus on what are we trying to accomplish and helping people figure out if a strategy that we're putting in place makes sense for them or not by going through the pros and cons.

Yeah. So, you know, being in this industry for such a long time, I realized, especially starting in insurance, you know, I realized it's really hard to focus on something that is going to happen 30 years from now, 40 years from now, even 20 or 10 years from now. It's hard to be real motivated to get started because we have that natural tendency to say, okay. I'll start tomorrow.

Yeah. So, you know, being in this industry for such a long time, I realized, especially starting in insurance, you know, I realized it's really hard to focus on something that is going to happen 30 years from now, 40 years from now, even 20 or 10 years from now. It's hard to be real motivated to get started because we have that natural tendency to say, okay. I'll start tomorrow.

I'll start next month. I didn't hit it this time, so I'm going to have to start in six months or whatever it is, instead of just getting going on something. And I was trying for a couple of years to figure out what is that thing that we could put in place on the short-term level that could get people motivated on a longer-term side of things and get people excited about their money. I mean,

I'll start next month. I didn't hit it this time, so I'm going to have to start in six months or whatever it is, instead of just getting going on something. And I was trying for a couple of years to figure out what is that thing that we could put in place on the short-term level that could get people motivated on a longer-term side of things and get people excited about their money. I mean,

I feel like I was reading a report from Intuit and I think it said something like 80% of people would rather talk about sex and different things like that than talk about their personal sex life and talk about their finances, which is odd to me. I mean, I just think it's such a taboo subject and we need to get people excited about that. And so people have a bucket list that we are not

I feel like I was reading a report from Intuit and I think it said something like 80% of people would rather talk about sex and different things like that than talk about their personal sex life and talk about their finances, which is odd to me. I mean, I just think it's such a taboo subject and we need to get people excited about that. And so people have a bucket list that we are not