Financial consulting for women

Empowering You to Build Financial Security & Confidence

Do you need help untangling and organizing your finances? If you’re ready to release your financial fears and confidently spend on what matters most to you, I will help you get there!

Hire Me!

Embrace Financial Empowerment

Confront & overcome your feelings of financial fear and insecurity

Money doesn’t have to be scary or complicated. I’ll help you understand and manage your own finances, so that you feel confident and in control.

I’ll help you understand how much you need to invest for retirement, when you can retire, and how to ensure you don’t end up penniless.

You can’t avoid your finances forever – we’ll create a personalized, easy-to-follow financial roadmap to ensure a robust financial future.

Hire Liz For A Financial Consultation

Let’s resolve your stress and confusion around managing your money

I don’t believe in one-size-fits-all financial advice. By taking the time to understand your specific needs, I will provide personalized financial advice that truly benefits you.

I’ll be there for you every step of the way, creating a customized financial plan that fits your unique goals. We’ll stay in touch regularly, making sure you not only understand what you need to do next, but also have a clear picture of your lifelong financial path.

I am anti-jargon and anti-judgement. If you don’t understand the terminology or rationale mapped out in your plan, then I haven’t done my job.

Start Your Consultation

Happy Clients

Working with Liz was one of the best decisions I made! As my husband and I decided to retire, we realized we needed a plan to ensure we would have enough money to enjoy retirement in the next 10, 20, 30+ years. I wanted Liz to help us understand our finances better so we did not fear running out of money in the future, including money for contingencies like long-term care medical expenses. After understanding our goals for the future, Liz did a comprehensive review of our assets, finances, cash flow, and monthly spending. She then created a customized and comprehensive financial plan with several recommendations on how to not only maintain our wealth but grow it while we were in retirement. Liz helped us navigate what our financial future would look like—and we are so very grateful! The money we spent on her expertise and guidance was worth every penny and more!!

D.F.

Retired Attorney

After years of putting this off, I finally took the dive to dig deep into my financial health. I couldn’t have done this without Liz. She’s knowledgeable, practical & empathetic in her approach. She has done wonders to help me understand my current financial health and what I need to do to get to a more secure place.

R.Y.

Pediatrician

Working with Liz was an incredibly reassuring and rewarding process. Her analysis and report of our financial situation and goals were thorough, unbiased, and thoughtful. She provided both small, immediate actionable steps and long term planning suggestions. I can’t recommend her services more highly!

R.W.

Brand Marketer

My husband and I recently retired, but we weren’t clear on how much we could spend each month and still have savings. What Liz offered was clarity from a neutral 3rd party. Her financial report gave us a clear picture of where we are and a roadmap to lead us where we need to go. Liz patiently walked me through the plan and all the options for how to shape our future financial picture. We are so grateful to Liz for sharing her wisdom!

A.W.

Retired Teacher

Working with Liz was easily the best decision I made when planning my exit from the corporate world. Early retirement is pretty black & white from a numbers standpoint, but when making the leap became a near-term reality, the emotional and psychological elements were far more difficult to navigate. Liz was able to quickly read our situation and steer our engagement with her towards these areas, transparently sharing her own FIRE experience (good and bad) which helped my wife and I find clarity in our plans and decision making around our future lifestyle design. Ultimately, working with Liz helped us to finally pull the trigger on our early retirement dreams and do so confidently knowing we had a comprehensive plan firmly in place.

A.R.

Reached Financial Independence in Fall 2023

Financial consulting for women

Hi, I’m Liz!

I’ve been in your shoes, overwhelmed by how to manage my money and unsure of where to start. I decided to change that in 2014. I learned everything I could about personal finance, shared my journey through my blog and my book, and started helping other folks improve their finances too.

By taking control of our money, my husband and I were able to pursue our dream of moving to a homestead in rural Vermont. He retired early, and I left my unfulfilling job to focus on helping people like you. Let me show you how to make your money create the life you want.

More About Me