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welcome to Aspen Wealth Management

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.
Schedule A Review

recent posts from the blog

September 23, 2022
Ask Your Advisor if They’re a Fiduciary. If They’re Not It Might be Time to Change

I’m just going to say it: some people think that those who work in the financial industry can be kind of smarmy. Yes, that’s a word. And there’s a reason they think that. It’s because some advisors can be. There are people out there who don’t have your best interests at heart. They think about […]

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September 14, 2022
Restricted Stock Units: What Women in STEM Careers Need to Know

Depending on your employer or your industry, you might be offered different types of compensation. Most people are familiar with employers who do some sort of 401(k) matching, but what if your company offers you Restricted Stock Units? What are Restricted Stock Units (RSUs)? RSUs are stock-based compensation in which an employee is granted shares […]

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September 6, 2022
Create a Spending Plan that Fits Your Money Personality

In our last blog, you likely saw yourself in one of our money personality profiles. Were you a… Giver? Keeper? Money-Maker? Perfectionist? We talked about how each of these personalities might handle the thought of budgeting. Now let’s discuss how each of these women might effectively put together a spending plan. Giver To recap, givers […]

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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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