Lotus Management

Karen Whipple

Financial Professional

  • Advocate for financial literacy
  • Campaigner, National Financial Literacy Campaign

Life and Health insurance license, Georgia

My mission

To bring financial education to every family, in plain words and at no cost, so no one has to figure out money alone.

Karen Whipple, founder of Lotus Management
National Financial Literacy Campaign
The Atlanta skylineKaren Whipple wearing the National Financial Literacy Campaign pinKaren Whipple speaking at a financial education workshop

My path

How I came to financial education

  1. A career in public service

    I grew up in Florida and spent my working life in federal service before making Georgia my home. When I retired, I was not sure I could step into something new.

  2. Learning again

    I chose to invest in myself. After years away from the classroom I went back to studying, and earned my Life and Health insurance license in Georgia.

  3. Why I do this now

    Now I share what I learned, in workshops, at kitchen tables and one family at a time, because financial education should reach everyone, not only those who were taught it at home.

Financial literacy

A commitment to financial literacy

I am a campaigner with the National Financial Literacy Campaign, part of a movement built on a simple belief: financial education is not an option, it is a necessity. I bring that belief close to home through free workshops, community gatherings and honest conversations where every question is welcome. When one family understands its money, it can share that knowledge with the next. That is how a community grows stronger.

30 by 30 Financial Literacy Campaign banner with Karen Whipple's photo and contact details
National Financial Literacy Campaign

In the community

Building a community that learns together

Financial education grows in good company. These are moments from the workshops and gatherings where I share it.

More moments together

  • Three guests at a holiday gathering
  • A full room of guests at round tables during a community seminar
  • A group gathered for a holiday celebration in a decorated room
  • Guests relaxing in a kitchen at a home gathering
  • A large group gathered around a holiday potluck table
  • Karen Whipple smiling at an event
  • Two women smiling at a table in an office
  • Karen Whipple with a guest at a workshop
  • Three guests smiling in a holiday photo frame
  • Karen Whipple smiling beside an older guest
  • Guests at round tables facing the screen at a community seminar
  • Three women smiling at a table, one holding a workbook
  • Guests seated around a living room at a home gathering
  • Guests seated at round tables at a community seminar
  • Karen Whipple smiling
  • Workshop materials laid out on a table
  • Karen Whipple wearing the National Financial Literacy Campaign pin
  • A guest speaking to a living room full of people at a home gathering
  • Four people smiling together, three in green shirts
  • The Atlanta skyline from a rooftop terrace
  • Guests together at a home gathering
  • Three guests posing in a holiday photo frame
  • Guests seated in a living room at a home gathering
  • Karen Whipple smiling at a community seminar
  • Guests watching a presentation on a screen at a home gathering
  • Karen Whipple on a rooftop terrace with the Atlanta skyline behind her

Resources & tools

Free tools to see your numbers clearly

No sign-up, no cost. Enter a few numbers, answer a few questions, and get a clearer picture before you ever sit down with Karen.

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