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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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recent posts from the blog

March 14, 2023
Hypnotherapy and Overcoming Money Issues: A Q&A with Hypnotherapist Kim Sheahan

When it comes to money matters, it’s not all about balancing a checkbook. A lot of different factors can come into play when trying to build a secure financial foundation; limiting beliefs and trauma are just a couple of things that might influence how you deal with your finances. In the Q&A below, I’m talking […]

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February 27, 2023
The Growing Trend of Home-Sharing: A Solution for Affordable Housing?

If you’re a Gen X woman, the word “roommate” might conjure up memories of a tiny apartment or dorm room decorated with the posters you collected from the mall and plastic dishes we probably shouldn’t have microwaved. Yeah, no one wants to go back there. But if you’re sitting in your home alone, wondering what […]

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February 14, 2023
What You Should Know Before Buying a Car in 2023

Many things have changed since we started dealing with Covid in 2020 – including how we buy cars. For this piece, we talked to Patsy Butterfield, one of five female car brokers with HM Brown, about what we should know if we’re in the market for a car. How has car buying changed since Covid? […]

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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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