FINANCE DOESN’T HAVE TO BE COMPLICATED.
I am a CFP, Forbes contributor, the author of Beyond Piggy Banks and Lemonade Stands: How to Teach Young Kids About Finance, and Director of Education at Copper Banking. My goal is to simplify finance so anyone can live a financially healthy life.
EVERYONE SHOULD HAVE ACCESS TO FINANCIAL PLANNING.
As a fee-only Certified Financial Planner (CFP), my goal is to provide access to expert, unbiased, and simple financial planning for everyone. Regardless of your goals, net worth, or stage of life, I can provide custom planning and recommendations based on your needs.
Financial Planning
Learn more about the financial planning process and services offered.
Forbes Articles
Read Liz’s articles on Forbes, simplifying complex subjects like retirement, insurance, family finances and more.
The Book
Learn more about Beyond Biggy Banks and Lemonade Stands: How to Teach Young Kids About
I want to give you the tools needed to create the life you are meant for: a healthier + wealthier life.
“Beyond Piggy Banks is a breath of fresh air and must read for young parents who want their kids to grow up into “money smart” adults.” —Matt Schifrin, Managing Editor, Money & Investing, Forbes
“Liz Frazier has written a must-read for anyone wanting to teach financial education to their children…Read this book – and learn from one of the best.” —Michelle Schroeder-Gardner, personal finance expert, founder and creator of MakingSenseofCents.com
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Simply Finance provides relatable advice and education around all of life’s stages.
Retirement Withdrawal Strategy – How To Maximize Growth and Minimize Taxes.
Cash planning is an integral part of all financial planning. Before retirement, you want to be sure you have enough cash savings for things like your home renovation, vacation or emergency funds. During retirement - cash planning is the most important aspect of your...
Where Should I Keep My cash? CDs Versus High-Yield Savings Accounts
With the ever changing and volatile market, many investors are looking for more conservative cash savings options. I often have clients ask me what type of cash account is best for them. The answer, as always, is it depends on your goals. Two options I often recommend...
Should You Give Your Teen A Credit Card?
Getty We seem to be moving closer to being a cashless society, meaning more kids are being exposed to digital wallets, money apps and yes, credit cards. While digital wallets and apps can be great learning tools for older kids who understand money - credit cards can...
Get Started on Your Financial Journey
Liz's Custom Net Worth Estimator will calculate your Net Worth! Plus, you'll receive monthly tips and resources to start your journey to building financial wealth and health.