As your licensed financial advisor, I provide clear, practical guidance in financial planning, business consulting, debt elimination, and life insurance. With 7 years in business and a dedicated team of 9, I offer tailored solutions starting at $150 per hour, with a straightforward cost structure based on net wealth.
My goal is to help you better manage your finances, reduce debt, and protect what matters most—your family, your business, and your future. I also support needs related to accounting, personal financial planning, wills and estate planning, and notarization.
If you’re ready to build financial stability and long-term prosperity, let’s schedule a consultation and create a plan that fits your life and goals.
Overview
Current Top Pro
Hired 128 times
Background checked
9 employees
7 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, Stripe, Venmo, and Zelle.
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2024
2023
Services offered
Accounting needs
Bookkeeping
Managing AR and AP
Preparing fin. statements
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, responsiveness, and work quality.
Exceptional 5.0
59 reviews
5
98%
4
0%
3
2%
2
0%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Shauna W.
3 weeks ago
•
Hired on Thumbtack
Justin was super helpful in doing a last minute notarization when the time and place were moving around a lot. He was very patience and flexible. Thank you!
Details: 1 signature • My home, venue, etc.
Notarization
Lynda L.
Jul 31, 2026
•
Hired on Thumbtack
When there was a mistake, he responded quickly and returned to fix the problem.
Details: 2 signatures • My home, venue, etc.
Notarization
Jeni C.
Aug 11, 2026
•
Hired on Thumbtack
Justin was so patient and thoughtful to wait as long as he could with me at the hospital. Total professional, so appreciate his time!
Details: 2 signatures • My home, venue, etc.
Notarization
Carlos B.
Feb 17, 2026
•
Hired on Thumbtack
Great job on the business plan! Justin put together a detailed and concise plan. The communication and collaborative effort from him and his team was exactly what I needed.
Details: Small business (fewer than 10 employees) • Established (5 years and more) • No business plan in place • Healthcare • At the pro’s location • My home, venue, etc. • Remotely (phone or internet)
Business Consulting
Tony G.
Oct 9, 2026
•
Hired on Thumbtack
Very friendly and professional. If you need a notary in the SLC area I strongly suggest giving Justin a call!
Details: 4 signatures • My home, venue, etc.
Notarization
Credentials
Background Check
Justin Lizama
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
FinanciaI Planning: get 1% a year on assets under advisory and a first year commission on any insurance product (the commission on the insurance products do not affect your principal deposit). I am $150 an hour with a $1500 deposit to start. right now I am offering complementary reviews (a $750 value).
Business Consulting: $150 per hour, 10 hour deposit to start. Budget & Time approval by you. Business Plans, Business Docs, Financial Projections most common. Anything having to do with marketing implementation is separate.
What is your typical process for working with a new customer?
1st meeting is an intro, conversation, and discovery. We start the process with lifestyle and financial data. See my video on the financial planning process.
For businesses, there is so much variability and depth to each project... it's important to meet face to face, in person or on zoom.
What education and/or training do you have that relates to your work?
Bachelor of Arts in Economics with a Minor in Business
Master of Science in Personal Financial Planning
Credentials:
Master Planner Advanced Studies
Chartered Retirement Planning Counselor
Accredited Portfolio Manager Advisor
