Lisa Initiative

financial planning, financial education, diversity, solutions
“It began with an idea and a need. In April 2013, seven women came together to share their ideas and experiences with the goal of empowering women from all walks of life to learn about finances and get into position to win.”

-Debbie Gerlicher, Chair, LiSA Initiative

First Financial Security, LiSA Initiative, empowering women, financial literacy, women in business,First Financial Security, Inc. (FFS) knows when people understand how money works, they can make smart decisions about their finances on their own. That’s when they’ll begin to generate the type of wealth needed to achieve financial security.

Financial education is key to avoiding many of the challenges American families face today. Without this knowledge, people often find themselves living paycheck to paycheck, with crushing debt and lacking the savings to rise above their current circumstances.

Through our Changing the Face of Insurance® campaign, we’re determined to bring financial education to all people. We understand it will not be easy. Personal finances and how money works aren’t taught in U.S. schools. They’re rarely discussed among family members. To accomplish our goal, we needed to find a way to get financial literacy to all people.

That’s how LiSA Initiative was born.

LiSA Initiative, is a grassroots movement created by First Financial Security, Inc. to address the financial concerns that women and their families experience ever day in this country. Launched formally in 2015, LiSA brings financial literacy to Americans and the communities where they live and work.

LiSA has evolved into First Financial Security’s financial literacy platform. It aims to help all people – women, men, families, individuals, all Americans – who want to take control of their lives and build a better future through financial education. We do this by providing financial literacy curricula, training, mentoring, advocacy and empowerment.

To effectively end financial illiteracy in this country, it will take a coalition of likeminded individuals and organizations working together. LiSA Initiative has joined forces with the National Financial Educators Council (NFEC), a well-respected organization to create the private-labeled LiSA Literacy Project, a financial education curriculum with tracks for both adults and children (pre-K through high school). It is through LiSA’s relationship with the NFEC that FFS representatives can earn online their professional designation as a Certified Financial Education Instructor (CFEI).

We’ve found the best way to push out financial education to the people who need it most is through community outreach and the people they know and trust. As more and more FFS representatives become licensed CFEIs, they’re bringing the LiSA Literacy Project’s financial educational courses to families, friends, neighbors, co-workers, and many more who live in their own communities and neighborhoods. They can see firsthand the power of a solid financial education to transform lives.

To learn more, visit the LiSA Initiative website at