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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

recent posts from the blog

April 9, 2024
Why Women Should Pursue Financial Independence, Relationship or Not

When you think about the term “financial independence” what comes to mind? A young woman entering the real world for the first time and cutting financial ties with her parents? A woman leaving a relationship and figuring out her finances on her own? It might be the word “independent” that trips us up because that […]

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March 19, 2024
Empowering Women: A Timeline of Historical Events in Women's Financial History

The financial history of women in the United States is a story of determination, resilience, and progress – although not as quickly as many of us would like. When I look at the timeline of historical events below, I can’t help but feel like some pretty basic – yet, crucially important – rights were given […]

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March 8, 2024
The Cost of Being a People Pleaser

That uncomfortable moment when you want to say no, but you’re worried it will upset someone else. Or when you agree to do something even though your gut tells you that you’d rather do just about anything else. Maybe even a time when you’ve been in an uncomfortable intimate situation, but you let it happen […]

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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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