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.
Step 1:
Free Consultation
Through zoom, face-to-face or phone, we will discuss your specific goals, my process and how we can best work together. If we decide to move forward, I will provide the timeline, fee, contract and a list of documents needed for analysis.
Step 2:
Analysis
This begins with information gathering, which is conversational so I can fully understand your unique goals, values and needs. Once I have all the information, I conduct a thorough analysis of your current finances.
Step 3:
Recommendations
I provide tailored, step-by-step recommendations that outline where you are now, where you should be and how to get there. During the recommendation meeting, I review the recommendations with you, and discuss multiple scenarios and options – this is a working session to ensure the recommendations work for you.
Step 4:
Follow up
Life continuously changes and I am your financial partner with every step. These plans are meant to be adaptable to life’s changes and stages. We will together determine when and how often we need to meet to review your plan. For retirement and investments, I recommended reviewing at least yearly.
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 Today
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.