MoneyByLisa LLC provides financial planning services, including personal coaching and advice on topics like cash flow, budgeting, education funding, retirement, and risk management. Lisa Whitley, the owner, offers one-on-one counseling by phone or Zoom to help clients create and implement financial strategies. MoneyByLisa does not manage investments or execute trades.
Assets Under ManagementN/A
Clients26
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Three hour-long financial planning sessions: $750 total, payable in advance. Any unused balance is refunded if you don't proceed.
- Additional one-hour meetings: $250 per meeting, billed in advance.
One-Time Plan:$750
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