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I offer 1:1 financial consulting tailored to support you through any pivotal transition. Whether you're facing a marital or career change, I can help you navigate the legal process, make the most of your relationship with other advisors, and build a new financial framework for a life that feels secure and aligned.
What I Do
services
HEre's how I can help:
Having an unbiased advocate walk with you can make all the difference. I can prepare financial statements, coordinate with your other advisors, establish priorities, and create custom checklists every step of the way. Once the dust settles comes the fun part - using your money to design your ideal life and create a lasting legacy. I can help you identify values, calculate tradeoffs, and decide how to 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.
SCHEDULE NOW
SESSION 1: SECURITY
We'll get organized and review fundamentals like your net worth, debt, real estate and cash reserves.
SESSION 2: EMPOWERMENT
Optimize your accounts, weigh tradeoffs, and streamline cash flows.
SESSION 3: ALIGNMENT
Design ideal spending and giving plans and addresses any gaps.
Get your financial house in order in three 90-minute sessions ($1,395)
A Package Deal
Values & The Art of Spending
design your vision
Optimization & Freedom Forecast
engineer the structure
Financial Audit & Reality Check
inspect the foundation
building plan:
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:
let me help
I am available for periodic check-ins, to prepare and interpret financial statements, evaluate real estate transactions, review documents, or to collaborate with your attorney, banker, or CPA. I can also do a deep dive on a specific question or issue.
($379 per hour)
Your On-Call Wealth Strategist
a la carte
Help optimize your balance sheet, prepare for the future and create a cash flow plan
execution
Meet with and help interpret advice from your attorney, CPA, investment advisor or banker
strategic alignment
Help get organized and establish priorities for negotiations and large transactions.
mediation
my EXPERTISE:
"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.
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If you're not ready for a consultant but want a companion for your journey, I write a Substack exploring the intersection of money, identity, relationships and culture.