Honoring families through fee-only financial planning and divorce financial planning.
-Serving clients nationwide-
Life has many seasons. Whether you are charting your or your family’s financial future, you’re starting the journey towards divorce, or you’re newly divorced and need to recalibrate your financial path, thoughtful planning is the tool by which these transitions can unfold as seamlessly as possible. Choosing an education-centered approach to planning will result in solid financial plans, durable divorce agreements, and confident insight as to the next step of your financial journey.
Elizabeth is a passionate believer in relationship-centered and holistic planning. When you minimize or eliminate any potential conflict of interest, between Planner and Client, you create a safe space to engage in creative work.
As a CERTIFIED FINANCIAL PLANNER (TM) Professional, Elizabeth’s role is always that of a fiduciary. A fiduciary must, at all times, place their client’s best interests ahead of their own. A fiduciary holds the highest ethical standard across all industries. Whether you choose to work with Elizabeth or another advisor, always scrutinize any candidate that you would trust with your financial future or your divorce. Look for well-credentialed professionals (such as the CFP® designation) and carefully consider their compensation methods. Elizabeth is a fee-only planner, meaning that her compensation is a fee-for-service model. Elizabeth does not tie advice to asset management, commissions, or sales of any kind.