Elisa Chan joined G9 Financial as a Partner in 2020. Elisa started her practice in 2009 with the goal of bringing simplicity and understanding to the complex financial world. She prides herself on taking the time with her clients to explain things clearly, so they feel in control of their decision-making. Born in Brazil, Elisa emigrated with her family to Massachusetts in 1994. Elisa’s roots are very much placed in New England where she continues to grow her business.

She lives with her husband, Alex, their son Max and daughter Sophia, and their dog Toby in Shrewsbury, MA.

During this episode, we discuss:

• What G9 Financial is
• How Elisa knew she wanted to join the firm in 2020
• The ways things have changed throughout the past 5 years
• Why it’s important to have a financial plan
• How to know what goals you want to set or achieve with your money
• The benefits of working with a financial advisor
• How your financial plan should change over time
• The emotions that are involved with your finances
• What made Elisa want to enter the industry

And more. Tune into this episode as we dive into all things money!

Access the full transcript here.

Watch the episode on YouTube here.

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