INTERESTED? SCROLL ON!
I offer one-on-one financial consulting tailored to support you through any life transition. Whether you're facing a marital or career change, I can help you navigate the legal process, establish a new financial foundation, and build a spending plan around your unique needs and priorities.
What I Do
services
HEre's how I can help:
Having an objective advisor walk with you can make all the difference. I can help you prepare financial statements, set priorities for legal negotiations, and create personalized checklists every step of the way. Once the dust has settled comes the fun part - using your money to (re)build your dream life and legacy. Identify your values, calculate tradeoffs and decide how much you can spend, save and give.
You're stronger than you think you are. But if you're anything like me, a major transition may leave you overwhelmed and paralyzed.
Help optimize your money, prepare for the future and create a spending plan
execution
Meet with and help interpret advice from your attorney, CPA, investment advisor or banker
coordination
Help you get organized and prepare for attorney meetings and mediation
mediation
my EXPERTISE:
LET'S GO
In Session One we'll get organized and review fundamentals like your net worth, debt, real estate and goals. In Session Two we'll optimize your accounts and forecast your cash flows. Session Three focuses on your ideal spending and giving plans and addresses any gaps.
I offer a package of three 90-minute sessions focused on Financial Security, Empowerment, and Alignment
A Package Deal
How much can I give to my kids or to charity?
I think I have enough. Why do I still have money anxiety?
I'm starting over. What should my budget look like?
Can I afford to keep/buy this house?
Questions I can help you answer:
tell me more
Financial analysis can require time between sessions in complex situations, and I can attend attorney meetings or mediation to help streamline the legal process. I am also available for periodic financial check-ins, second opinions on investment allocations, or an in depth review of a specific issue.
I'm available by the hour for additional support, outside meetings, periodic check-ins, or a deep dive on a specific question.
a la carte
"I've placed my trust in Elizabeth's financial guidance for years. Her ability to analyze my personal financial data and attention to detail proves to be invaluable."
"Elizabeth is encouraging and a pleasure to work with.
She is one of my angels."
financial clarity through divorce
A.H.
"Elizabeth is the best. She consolidated my financial statements and explained them to my attorney, saving me hours of stress."
fast tracked a settlement offer
R.H.