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Author: Lisa Whitley, AFC®, CRPC®

Article written by Lisa Whitley, AFC®, CRPC®. Lisa is an Accredited Financial Counselor® and Chartered Retirement Planning Counselor® who has conversations every day about money with people from all backgrounds. After a long career in international development, she brings a cross-cultural dynamic to her current work to help individuals and families achieve financial wellness. Find Lisa at:

Nine to Five to FI

working-nine-to-five

Can financial independence (FI) and working for a salary coexist peacefully? In the FI community, there’s often an underlying current that the achievement of financial independence requires you to quit your job and become an entrepreneur. Today, it’s just your side hustle. But as soon as you can, you’ll leave your day job and pursue […]

Dealing With the Family in Your Finances

family and money

If you are experiencing success in your financial life, how do you bring others in your family along with you? It may be a sibling, a parent, or even an adult child who’s supposedly launched. Do you have a responsibility to family members who are struggling? What if their financial peril is “their fault?” However […]

5 Money Conversations You Should Be Having

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Let’s talk about money. In fact, let’s talk about money with a lot of different people. These are the 5 conversations you should be having about your money: 1. Talk to your partner. Or, if you’re single, talk to yourself. This is a conversation focused on the big picture. What are your goals for your […]