CERTIFIED FINANCIAL PLANNER™
"I guide women towards mastering their finances. Everyone's dreams are different; I help my clients pursue theirs through education and direction."
Investing and money has been a personal passion of mine since my dad explained to me how mortgage interest worked when I was 11. (Actually, if I think back to the change-counters and piggy banks I requested for my birthday, its probably been earlier than that!) I changed careers in my early 30s to be a financial advisor because I would help friends, and friends-of-friends with investing, and I realized how many bright and successful women were unaware of financial basics. Furthermore, they were always astounded at how uncomplicated finances could be once someone explained it to them in their language. I’ve moved beyond deciphering mutual funds and retirement accounts to friends. I’m now able to help women craft a comprehensive financial plan that also encompasses goals beyond retirement. Schedule a Call
Elizabeth has been working in the Financial Services Industry since 2004. She holds the CERTIFIED FINANCIAL PLANNER™ designation, the highest standard for ethical and competent personal financial planning. She is also a member of the Financial Planning Association.