Curious about collaboration?
McK Financial Transition Specialists provides tailored financial guidance for individuals and professionals. Specializing in informed asset division, cash flow analysis, and budget coaching, we create actionable plans to meet unique needs. Collaborating with legal professionals, therapists, and financial experts, we streamline transitions and enhance outcomes. Our goal is to simplify complex moments with personalized strategies that foster clarity and confidence.
About McK Financial Transition Speciliasts
Qualifications
Bringing over a decade of experience in financial literacy and wellness education, McK FTS specializes in guiding clients through personal change management, goal-setting, and financial behavior transformation. With advanced training in evidence-based coaching strategies, we have a proven track record of helping individuals successfully navigate change, achieve their goals, and create lasting financial wellness.
MS in Psychology focused on Financial & Behavioral Psychology
Member of the International Coaching Federation
Certified Collaborative Divorce Professional (Neutral)
Our Approach Approach
At McK Financial Transition Specialists, we take a holistic, goal-focused approach to empower clients with personalized plans for financial wellness and success. Together, we’ll identify your unique priorities and strengths, tackle challenges with confidence, and develop a clear, actionable plan to help you achieve your goals—whatever they may be!
Meet the Founder & CEO
Lisa McKolay
Lisa McKolay, Founder of McK Financial Transition Specialists, combines a Master’s in Psychology with a passion for numbers and helping others. With experience in financial literacy and behavior coaching, she takes a thoughtful, client-centered approach to navigating life transitions. Outside of work, Lisa enjoys pottery, puzzles, tea, and time with her rescue pets, embracing balance and resilience in both her personal and professional life.