Financial planning & Wealth Management

Trust, Transparency and Expertise

Financial Planning can feel overwhelming and intimidating, and most don’t know where to start. As a fee-only fiduciary financial planner, my clients come first. I partner with my clients to simplify the complexities of finance and help them reach their unique goals. All engagaements start with a free initial phone call where we’ll discuss your goals and see what works best for you. Below are the services provided.

More About Liz

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Financial Planning

Comprehensive financial plans based on your needs and goals, including: retirement, investing, college planning, inheritance, divorce and any other of life’s changes or stages.

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Money Management

Liz, in her capacity as an IAR with Frazier Financial Consultants, provides on-going financial planning plus investment management. This integration includes all a spects of your financial life and provides comprehensive solutions.

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Hourly Consultation

I provide hourly planning for those clients who are dealing with a specific financial situation, such as buying a home or changing jobs, and looking for expert advice.

Fees: I charge an annual fee on a quarterly basis. The annual Advisory Service Agreement Fee is based on a percentage of the investable assets according to the following schedule:

Up to $1M = .80%

$1M – $2M = .65%

Above $2M = .50%

Reduced advisory fee for assets held in an employer sponsored retirement plan (401k, 403B, etc) = .25% on those assets.

For financial planning and hourly clients, I charge $300/hour.

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.