DMBA Financial Planning Services
DMBA’s financial planning consultations help BYU-Idaho employees build emergency savings, create spending plans or budgets, manage debt, understand insurance protection, plan estate and manage investments, and prepare for retirement.
Set up an appointment with financial coach Lisa Stott by contacting the Financial Planner’s office via email at finplanning@dmba.com or by phone at 1-800-777-3622.
If you would like to schedule a virtual visit with Lisa or if you are traveling to Salt Lake City during the work week, schedule an appointment by contacting Lisa directly. For additional questions, contact the Human Resources Benefits team at 208-496-1727.