Author Archives: Lisa Moon Brum

About Lisa Moon Brum

Hello all!! I always allowed my heart to tell my brain what was the right thing to act upon and didn't know when I was young that was intuition. I attribute much of this to my mother and grandmother's influences. I'm Lisa Moon Brumm, also known as My Financial Girlfriend and realized over 20 years ago that many friends often told me that my strongest gift is to listen without judgment. Within the confidential space of a Shame-Free zone, together we discuss and strategize and build those plans step by step. My expertise & resources are great and you deserve a Financial Advisor in your back pocket that collaborates, is a tax-geek for business entrepreneurs, and encourages wealth abundance in a non - fee based method on purpose...Who better to share all of your dreams, goals, wants, and yes, even money mistakes with?!? Give me a shot to be your Financial Girlfriend!

Opening and Closing Statements for General GroupMeetings

OPENING: As Members of Connect to Success PDX – It is our Vision to support each member in achieving her highest potential both professionally and personally. Together we help each other create and maintain sustainable businesses and incomes through soulful … Continue reading

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General Meeting 06/24/2015

Connect To Success – General Meeting Beth convened @ 6:04pm at Riverside Golf & Country Club, Portland, Members Present: Beth, Fellene, Nancy, Mary, Cinda, Lisa, Jennifer, Lynne Members Excused: Kerri, Barbara, Lori Treasurer Report: Current Balance $761.80, Receivables due $600 … Continue reading

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General Meeting Minutes 5/31/15

CTS General Meeting Members Present: Fellene, Linda, Kerri, Lynne, Nancy, Beth, Jennifer, Mary, Lisa Guest of Lisa: Amy Civica, Amy in Your Kitchen, Personal Chef New Member: Lori Arneson, Skin Spa Salon Excused Members: Cinda, Barbara Beth convened our meeting … Continue reading

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General Meeting at Chart House on 3/26/15

Connect to Success General Meeting – 3/26/15 New Location – Chart House Meeting convened – 6:22pm by Beth, President Members Present: Nancy, Linda, Fellene, Jennifer, Beth, Mary, Lisa, Kerri, Guest: Debbie Geller, Core Abundance Group – Project Manager, HR and … Continue reading

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General Meeting with Educational Guest Speaker on 2/26/15

Connect To Success General Meeting 2/26/15 Meeting convened @ 6:18pm by Beth Thank you to Lynne Grigsby for offering her large conference room @ Windermere Realty located 6443 SW Bvtn – Hillsdale Hwy. Portland, 9722 Discussion on the Mixer and … Continue reading

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Connect To Success Meeting Notes 1/22/2015

CTS Meeting NotesCTS General Meeting- Meeting called to order by VP Jennifer Campbell @ 6:15pm Excused absences were Beth (way to go for having business tonight) and Linda ( take care of your cold for tomorrow night!) Members present: Fellene, … Continue reading

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General Meeting Notes – Jan. 8, 2015

Happy New Year! Connect To Success New Year First Meeting Beth convenes the meeting at 6:26pm Present tonight: Beth, Nancy, Barbara, Kerri, Linda, Jennifer, Mary, Cinda, Fellene, Lynne Members’ Word of the new year for 2015: Beth – Ask (Last … Continue reading

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General Meeting 11/13/14 via Conference Call due to snow

Present:  Mary, Beth, Jennifer, Nancy, Linda, Lisa, Fellene, Lynne, Cinda, Barbara Excused: Kerri Call to Order 7:04pm by Beth Previous Meeting’s notes were approved without objections or changes. Thanks to Jennifer for helping to set up the conference call in. … Continue reading

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General Meeting Notes 10/23/14

Connect To Success Members Meeting Meeting convened and Call to Order by Beth at 6:19pm Excused Absences: Nancy Kinzer, Barbara Miller Unexcused Members: Irene O’Conner, (Please notify our new VP Jennifer Campbell in advance if you cannot attend to be … Continue reading

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10/09/2014 Meeting Minutes

10/09/2014 CTS Member Meeting Minutes – Connect to Success first new year meeting call to order @ 6:11pm New Board: Beth Erlendson- President Jennifer Campbell- Vice President Lynne Grigsby – New Membership Chair Mary Burger – Treasurer Lisa Brumm – … Continue reading

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