A complete list of active advisors currently associated with MoneyByLisa LLC
Warmer can help you find a great advisor at MoneyByLisa LLC or one who fits your needs even better.
The firm provides fee-for-service financial coaching and planning to individual and family clients through one-on-one engagements and written plans. Services cover cash flow and budgeting, debt management, retirement and distribution planning, education funding, risk management, estate and charitable giving, and divorce planning, and the firm also presents periodic educational workshops for groups. It delivers customized, modular or broad-based financial plans in a series of scheduled phone or video sessions, with clients retaining discretion to implement recommendations; the firm does not provide ongoing portfolio management, execute trades, or take custody of client assets. Investment consultation may include analysis of mutual funds and ETFs, consideration of asset allocation frameworks (including modern portfolio theory and passive strategies), tax-efficiency issues, and retirement-plan rollover tradeoffs. Compared with most independent advisers, the firm is distinctive for combining one-on-one coaching with a formal workshop program and operating on a flat-fee/meeting-based model rather than charging percentage‑of‑AUM fees or earning commissions. It traces its roots to a financial coaching practice, emphasizes written deliverables and flexible meeting cadences, and the principal holds industry credentials and an MBA while performing limited volunteer financial coaching in the community.
To learn more about the advisors currently working at MoneyByLisa LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Washington, DC
| 3
|
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