Liz Windisch financial advisor denver colorado logo


Comprehensive Financial Planning

Let's be honest, you have a lot more going on than just saving for retirement, and figuring out how your choices affect the rest of your life can be complicated. My clients and I work together on identifying values and setting goals before we even begin talking investments. A financial plan grows and changes as you do, as is updated accordingly.
Financial planning is unique to each individual or family, but includes plans for (but is not limited to):

  • retirement
  • taxes
  • estate
  • insurance
  • employee benefits

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

Perhaps you aren't ready for a full financial plan, but just need some questions answered, I can quote you an hourly rate.

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