Empower Your Financial Future

Discover the tools and knowledge to take control of your finances. The Yes Plan will empower you through budgeting, financial planning, home buying, and business creation consulting, ensuring you can confidently achieve your dreams.

Learn how to budget effectively with The Yes Plan while keeping your values in mind, to achieve your financial goals. Our personalized strategies guide you toward financial stability and success.

Unlock your Potential with The Yes Plan 2.0

The Yes Plan 2.0 is financial planning that will empower you and provide confidence in every area for your financial well-being. Our consultants offer personalized guidance in insurance, taxes, savings and investments, retirement, and estate planning.  Join us in achieving your aspirations through informative and uplifting strategies.

6+

Books Authored

30+

YouTube Videos Created

12+

Articles Created

Financial Education Programs

Gain the knowledge and skills needed to make informed financial decisions. Our courses and resources empower individuals to master their finances.

Homebuying Guidance

Navigate the homebuying process with confidence. We provide essential education and support, ensuring you find the perfect home for your needs.

Business Creation Consulting

Partner with our experienced consultants to start a business or create a business plan to begin your entrepreneurial journey. Together, we can achieve your vision.

Contact us

Telephone: +1 800-914-0655

E-mail: delisa@the-yes-plan.com

Address: Lovett Investments, LLC  C/O The Yes Plan 
425 State St, La Crosse, 54602-4301, Wisconsin, United States

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