Lisa Kasney

CFP®, CPA

Dillon Financial Planning, Inc.

Associate Planner

Lisa Kasney

CFP®, CPA

Dillon Financial Planning, Inc.

Associate Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Lisa Kasney, CFP®, CPA

208-918-1956

Fee-Only financial planner located in Eagle, ID, serving clients locally and across the country

Meet Lisa Kasney

Lisa Kasney is a Eagle, ID fee-only financial planner. Dillon Financial Planning, Inc. provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Lisa Kasney is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

Lisa Kasney is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Lisa Kasney is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Lisa Kasney

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Office Locations:

  • 1159 E Iron Eagle Dr
    Suite 170-A
    Eagle, ID 83616

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