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https://images.squarespace-cdn.com/content/v1/5e4560322ec3e550e3d24e4e/043fc3af-c210-413f-8c64-d04ab17e4dea/Lisa+Whitley-Headshot.jpg About Me - I’m Lisa Whitley. Accredited Financial Counselor (AFC®) and Chartered Retirement Planning Counselor (CRPC®) After a long career in international development, I began a new chapter in 2019 providing one-on-one personal finance guidance. Since then, I have had conversations every day with people across a range of financial circumstances, guiding them to identify and achieve financial wellness. I publish articles frequently on a wide variety of personal finance topics on platforms such as Women Who Money and Find More Balance. Federal employee audiences (and others!) can find me on GovExec, FEDweek and FedSmith. I have also been quoted in the media at US News & World Report, CBS News MoneyWatch and The Penny Hoarder. You can also find me at my own MoneyByLisa blog and Medium. I have a bachelor’s degree in marketing, and Master’s degrees in both finance and economics. I am located in Washington, DC. I invite you to follow me on LinkedIn and Facebook. https://www.moneybylisa.com/home-1 daily 1.0 2024-08-06 https://images.squarespace-cdn.com/content/v1/5e4560322ec3e550e3d24e4e/4e04db57-48d8-4c1c-ada5-d0300436c9fd/Argentna+road_no+car_crop.jpg Home - 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. https://images.squarespace-cdn.com/content/v1/5e4560322ec3e550e3d24e4e/8311f03b-b828-46b5-98be-7cef66dfe9a4/Great+Zim_crop_copyright+copy.jpg Home - 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. 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