Financial Planning

Trust, Transparency and Expertise

Financial Planning can feel overwhelming and intimidating, and most don’t know where to start. As a fee-only financial planner, my clients come first. I partner with my clients to simplify the complexities of finance and help them reach their unique goals. I create transparent, tailored financial plans based on my client’s specific needs, including: retirement, investing, college planning, debt, budget management, buying a home, divorce, inheritance and any other of life’s changes and stages.

More About Liz

Step 1:

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Free Consultation

We will discuss your goals, and my practice and see how we can best work together.

Step 2:

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Analysis / Recommendations

I’ll conduct a thorough analysis of your current finances and financial health. From that, I provide tailored, step-by-step recommendations that outline exactly how to reach your goals.

Step 3:

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Review & Follow up

Included in the plan fee is a review to ensure you understand all the recommendations. I recommend reviewing your plan each year to update.

Fees: I work on an hourly basis, and the project fee is based on the total number of hours for each project. My rate is $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.