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You Might be Stressed About Your Finances . . . But You Don’t Have to Be.

If you’re like the millions of women laying awake at night worrying about their financial situation, I have good news: You don’t have to be.

Once you find an advisor who can help you understand where you are now and where you’d like to go, you’ll have the answers you need to put an end to the questions rolling around in your head.

You’ve probably heard the term “Comprehensive Financial Planning” but aren’t sure what that means. It means that we’ll look at your entire financial picture to create a custom plan that allows you to live your life today while also planning for the future.

Here are some of the things we’ll tackle together:

  • Retirement planning
  • Tax strategies
  • Estate planning
  • Insurance needs
  • Understanding employee benefits 

Not sure if you need a financial plan right now?

That’s okay! Sometimes we just need to get a few questions answered or solve a specific problem; this can be taken care of through hourly consultations that require no obligation.

Some of the things my clients make appointments for are…

  • Retirement plan analysis: Am I on track?
  • Stock options: What the heck do I do with these?
  • Asset Allocation: Is everything in the right place?
  • Budgeting: UGH
  • Debt repayment plan: How can I get a fresh start?
  • Combining finances with a partner: Can we do this without killing each other?
  • Pension vs. lump sum payout: Which one should I choose?
  • General financial education: Knowledge is power!
  • Am I doing an okay job managing my investments on my own? (Yes, I will give you an honest answer.)
  • Am I utilizing the right retirement options for my small business?
  • I want to make a major purchase (vacation home, etc.). How will this affect my retirement?
  • I’m interested in ESG investing but would like to manage the portfolio myself. Can you help me get started?


women and finances illustration for Liz Windisch Aspen Wealth financial


of women say money issues have negatively affected their mental health.

60% of women are worried about emergency savings and everyday expenses.
of women are afraid they won’t have enough to retire.
of women are more likely to assume caregiving responsibilities.

How Much Do These Options Cost?

Comprehensive Financial Planning:

Fees are 1% of assets under management for accounts less than $1 million. A sliding scale applies for accounts over $1 million.

Hourly/Project-Based Planning:

We’ll discuss what you’re looking for during your initial consultation so that I can give you a price based on your specific needs. Then you can decide whether or not you’d like to move forward.

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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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