Financial Guide

Lisa W.

Accredited Financial Counselor®

Chartered Retirement Planning Counselor℠

I love being a Financial Guide because I enjoy making the seemingly complex simple. It's tremendous fun to help someone solve a financial planning puzzle.

Blog Posts

Dear ‘Convenience’ Credit Card User…

Lisa Whitley — You have heard it before, and so forgive me for repeating the point: When you pay with...

Read in 2 minutes

Are You and Your ‘Dependents’ Ready for Tax Season?

Lisa Whitley — Tax season is here and so thoughts turn to...dependents. (Presumably, you are always thinking about your beloved...

Read in 4 minutes

What’s the Difference? Risk Capacity vs. Risk Tolerance

Lisa Whitley — As our final installment in this short series of articles, we'll wrap up exploring the differences between common...

Read in 2 minutes

What’s the Difference? Asset Allocation vs. Diversification

Lisa Whitley — For this short series of articles, we'll explore the differences between common financial vehicles. Maybe you know already,...

Read in 2 minutes

What’s the Difference? Index Fund vs ETF

Lisa Whitley — For this short series of articles, we'll explore the differences between common financial vehicles. Maybe you know already,...

Read in 2 minutes

I Already Have a 401(k), Do I Need an IRA, Too?

Lisa Whitley — Well, look at you! All signed up for your workplace retirement account and saving for the future!...

Read in 2 minutes

Worried About Overdue Debt? Try This…

Lisa Whitley — Quick question: If you are behind in paying your bills — your mortgage/rent, credit cards, student loan— which...

Read in 3 minutes

Retirement or Emergency Fund: Which Comes First?

Lisa Whitley — I recently asked a good friend what personal finance question was top of her mind these days. Her...

Read in 2 minutes

ABLE Accounts: Seldom Discussed, Super Helpful

Lisa Whitley — Among the assortment of options for “specialized” savings accounts — for retirement, education, health expenses, dependent care —...

Read in 2 minutes

Ready to better serve your clients?

Take your wellness offerings to the next level with our team of financial guides.

Request a demo