There are many paths to financial wellness. Find yours.
What is MoneyByLisa?
I am Lisa Whitley, an Accredited Financial Counselor (AFC®) and Chartered Retirement Planning Counselor (CRPC ®).
I offer one-on-one counseling that addresses a variety of personal finance matters:
Accountability for spending & saving
Managing debt, including student loans
Planning for retirement and financial independence
Strategies to meet the cost of higher education
Approaching major life transitions
Being in a position to achieve your most important priorities and enjoy peace of mind around money — financial wellness — should be achievable by all households. Experienced, high quality financial guidance is not just for the wealthy.
My Core Principles
There are many paths to financial wellness. The journey that I lead is based on:
Mindfulness. A successful financial plan is one where each of your decisions about money are intentional, based on your values and goals.
Flexibility. There is no such thing as “one size fits all” when it comes to personal finance. And no one has a perfect crystal ball to predict the future. Your financial plan must not only be personal to your circumstances, it must also leave room for adaptation as your life evolves and your priorities change.
Simplicity. A plan that you cannot easily understand and implement is not sustainable. Your life is complex, but your financial plan need not be.
The MoneyByLisa Process
We will start with a free 20-minute consultation by phone. That is an opportunity for us to get to know each other and see how I can assist you in reaching your financial wellness goals.
If we agree to go forward together, I will ask that you complete a detailed questionnaire so that we can use our first full meeting efficiently.
You will commit to 3 hour-long sessions. We will meet over Zoom. We will use these 3 meetings, scheduled at your own pace, to develop and implement a plan to achieve your objectives.
If you prefer, you can choose to schedule just a single 1-hour meeting. This is a great option if your need for assistance is quite specific or limited and can be accomplished in a single engagement.
Contact
Feel free to contact me with any questions.
Email
lisa@moneybylisa.com
Registration Information
Advisory services are offered through MoneyByLisa LLC, an investment adviser domiciled in the District of Columbia. The presence of this website on the internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction. MoneyByLisa LLC, or its investment adviser representative(s), may only transact business in a particular state if first licensed by, excluded, or exempted from the District investment adviser or investment adviser representative licensing requirements. Follow-up, individualized responses to consumers in a particular state by MoneyByLisa LLC that involve either effecting or attempting to effect transactions in securities, or rendering of personalized investment advice for compensation, will not be made without compliance with District of Columbia investment adviser or investment adviser representative licensing requirements, or an applicable exemption or exclusion.
Website Content
All written content on this site is for information purposes only. Opinions expressed herein are solely those of MoneyByLisa LLC. unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.