Liz Windisch financial advisor denver colorado logo

Frequency Asked Financial Planning Questions

What is financial planning?

Financial planning is a process, not a product. It is establishing goals, and matching financial tools to those goals, as well as monitoring and adjusting those tools as life inevitably changes. Investing is one of those tools, but is not financial planning.

What is a CFP®, and why should I work with one?

CERTIFIED FINANCIAL PLANNER™ professionals set the standard for ethical and competent personal financial planning. We are held to strict ethical standards to ensure financial planning recommendations are in your best interest. A CFP® professional must acquire several years of experience related to delivering financial planning services to clients, and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.

Who is your typical client?

While I work with people from many different backgrounds, including those who identify as LGBTQ, my typical client is a Gen X or Millennial woman who would like to assess and improve her financial life.

How do you work with clients?

I meet my clients where they are. Some need to learn at a very basic level and others have been investing for years, but need to take their plan to the next level. I always start by identifying your goals and values and then we work together to craft solutions that are understandable, sustainable, and measurable. I also meet my clients where they are geographically, either in person in the Denver / Colorado Springs area or remotely via video conferencing.

What is a fiduciary?

I am a fiduciary financial advisor; not all financial professionals are bound by the fiduciary standard. Fiduciaries are required to put the client's needs ahead of their own. In other words, I will always do what is in your best interest.

Didn't get your question answered above? Send me an email (below)

Get in the know on info that impacts your finances

Sign Up For My Newsletter

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.
Studio One44
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram