MoneyByLisa
Leading conversations everyday about financial wellness.
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Areas of Focus
- Budgeting
- Buying a House
- Financial Life Planning
- Getting out of Debt
- Investing
- Retirement Planning
- Student Loan Advising
About Me
Hi, 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, as well as on 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.
Professional Designations
- Accredited Financial Counselor (AFC)
- Chartered Retirement Planning Counselor (CRPC)
Affiliations
-
AFCPE
- Association of African American Financial Advisors (AAAA)
Primary Location
Washington, DC
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Hourly Rate
- Package Offers
- Per Session
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 20-minute consultation by phone. This 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. I look forward to speaking with you.About our Firm
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.
MoneyByLisa LLC is a registered investment advisor, domiciled in the District of Columbia.
The MoneyByLisa LLC 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 can meet by phone or Zoom, as you prefer. 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.
Education
University of Oregon, Master of Science - MS, Economics | San Francisco State University, Master of Business Administration - MBA, Finance | Temple University, Bachelor's degree (Magna Cum Laude), Marketing
Who We Serve
- Baby Boomers
- College Graduates
- Couples
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Government Employees
- Living in Retirement
- Parents
- Single Women
- Travel Lovers
- Women’s Finance
- Young Families
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