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You’ve been working for quite awhile—isn’t it time to stop worrying about money?
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fiduciary financial advisor Liz Windisch

®

Meet Liz Windisch, CFP®

i HELP AMAZING WOMEN LIKE YOU GET THEIR FINANCES IN ORDER.

Are you ready to stop wondering—or even worrying—about nagging financial questions? Are you thinking about how your financial future will look, or more importantly, what you need to do now to secure the future you want and deserve?

I help smart women like you take control of their financial destiny. I give you the answers you need by applying data and experience to your goals and dreams. We’ll work together to determine how you can best fund your aspirations, when you can retire, or ways you can support your loved ones. I’ll create and help you execute workable, meaningful financial plans designed just for you. As your trusted partner and financial-health advocate, I ease the burden of your financial decisions and work closely with you to establish and manage your wealth-accumulation strategy.

You’re a woman who already has too much to do and getting your financial life in order keeps getting pushed to the bottom of the list. Isn’t it time to get started building your dream retirement?
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As a fiduciary financial advisor, I am required to put my client's needs ahead of my own. In other words, I will always do what is in your best interest.

How we'll work together

let's talk goals

The first step to creating a financial plan is knowing where you want to go. Before we make investment choices, we’ll work together to look at what is possible for you, and discuss and determine your priorities.
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Make a plan

Whether your plan is to retire early, assist a parent in their senior years, or help your child with college, you need a plan. Studies show that working with a financial planner can increase your returns by as much as 3% annually. (1)
(1) Vanguard Research, “Putting a Value on Your Value: Quantifying Vanguard Advisor’s Alpha” February, 2019

i'll be here for you

Your priorities will change as your life changes. I’ll work with you every step of the way, and be a trusted partner when it is time to make important decisions now, and in the future.
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ENVIRONMENTAL, SOCIAL, AND GOVERNANCE (ESG) INVESTING

ESG investing is an exciting, impactful way for you to make sure your money works hard and does good. At Aspen Wealth Management, we  offer investment options that consider Environmental, Social and Governance factors as well as financial performance. With ESG investing it's possible to support the companies that are doing their part in making a better world—so why wait?
Get Started with ESG Investing

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A False Financial Narrative Might Be the Mind F*&% That's Holding You Back

When it comes to finances, a lot depends on the financial narratives we tell ourselves. In fact, there are some myths out there that could be holding many of us back (or at least giving us the excuse to not move forward). I took to LinkedIn and posted a series of polls to see what […]

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Why Women Need to be the Boss of Their Healthcare

I don’t know about you, but the world of healthcare has just gotten more and more confusing to me. Looking at benefit options each year is like trying to decipher a secret language; sometimes it’s hard to even ask questions because I don’t know what to ask. Unfortunately, as a woman, I know that I […]

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Does Receiving a Gift Stress You Out?

With the holidays approaching, many of us are starting the shopping scramble, trying to find the perfect gifts for the people we love. And that comes with a certain amount of stress. While I consider myself a pretty good gift giver, I have certainly experienced the occasional look of puzzlement as someone opens my gift […]

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Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through GPS Wealth Strategies Group LLC, a registered investment advisor. GPS Wealth Strategies Group LLC and Aspen Wealth Management are separate entities from LPL Financial.

The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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