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Unveiling the Secrets to Finances with Lisa Sakai (One Vision Retire)




In the realm of financial planning, the journey towards a secure and enjoyable future can often seem daunting. However, with the right guidance and insights, this path can be both rewarding and enlightening. This is precisely what we discovered in our recent conversation with Lisa Sakai, a financial consultant and co-founder of One Vision Retirement. With over 12 years of experience in helping female professionals and their families achieve their financial dreams, Lisa brings a wealth of knowledge and a unique approach to financial planning. This article discusses Unveiling the Secrets to Finances with Lisa Sakai.

The Essence of Bucket List Planning:

At the core of our discussion was Lisa's innovative concept of Bucket List Planning. This approach goes beyond traditional financial planning; it's about crafting a life that you don't need a vacation from. Lisa emphasized that financial planning shouldn't just be about the distant future. Instead, it should also focus on realizing your current dreams and living a lifestyle that brings you joy and fulfillment now.

Simplifying Complex Concepts:

One of Lisa’s key strengths is her ability to demystify complex financial concepts. She believes that financial education should be accessible and understandable. This philosophy has guided her approach, making her a trusted advisor to her clients. She breaks down complicated ideas into manageable steps, allowing her clients to make informed decisions confidently.

Financial Independence and Overcoming Perfectionism:

A significant part of our conversation revolved around achieving financial independence and the pitfalls of financial perfectionism. Lisa shared insights on how striving for perfection in financial planning can be a hindrance rather than a help. Instead, she advocates for a more balanced and realistic approach, aligning financial strategies with personal values and goals.

Practical Steps Towards Financial Empowerment:

Lisa provided practical advice for those looking to embark on their financial journey. She suggests starting with small, manageable steps and gradually building towards more significant financial goals. Understanding your 'why' – the personal motivation behind your financial goals – is crucial, as it serves as a guiding light in your financial journey.


Our conversation with Lisa Sakai was not just informative but truly transformative. Her insights into Bucket List Planning, overcoming financial perfectionism, and the importance of aligning financial strategies with personal values were enlightening. For anyone looking to take control of their financial future and live a life they love now, Lisa's approach offers a refreshing and empowering perspective.

For more valuable resources and guidance on your journey to financial independence, visit One Vision Retirement Resources and begin taking steps towards a fulfilling financial future today.

Click here to hear the rest of the interview, follow us on the podcast!

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