I charge $650 for an initial set of 3 hour-long sessions, payable in advance. The cadence of meetings is entirely at your discretion; I have found that 4 to 6 weeks between meetings works well for most people. (All 3 meetings must be concluded within 180 days.) If you decide at any point not to proceed, the remaining payment balance will be refunded to you. Follow-on meetings are $225 per meeting. Please see FAQ “Are you available to give presentations to groups?” for group pricing.

To me, being “financially well” simply means that money and money decisions are not a source of stress in your daily life. Each of your financial decisions is supportive of your life ambitions. While you may not have yet reached your ultimate financial goals, you see yourself making progress each day.

Being an Accredited Financial Counselor (AFC®) means that I have completed the education and examination requirements that demonstrate my ability to educate clients in sound financial principles. As an AFC®, I am held to a professional Code of Ethics that commits me to a high standard of integrity, honesty and excellence in my work. I invite you to learn more from AFCPE, the professional organization for AFCs®.

In addition, I have completed the education and examination requirements that permit me to carry the Chartered Retirement Planning Counselor (CRPC®) designation. I am held to a Standard of Professional Conduct, as well as a continuing education requirement. You can learn more about the CRPC designation here.

MoneyByLisa LLC is an investment adviser domiciled in the District of Columbia. I do not manage investment assets on behalf of clients. I do provide guidance on investment-related topics as part of an overall approach to achieving financial wellness.

Absolutely! I love speaking to groups. My base rate for a single presentation to groups, such as in the workplace, is $800 for a 1-hour presentation. I am happy to discuss terms for engagements of other durations or frequency.