In the rapidly-expanding world of financial planning and investing, Welsh Hills Financial offers expertise with a personal touch.
-Elizabeth Caldwell, CFP®
Elizabeth Caldwell, MA, CFP®
Has this website piqued your interest? Would you like to learn more about how Welsh Hills Financial Services can benefit you personally?
Our initial conversation will help you determine if my services match your needs and concerns. If you decide that you would like to attend a free consultation appointment, I will send you my Client Information Form and request that you complete and return it to me at least one week prior to your appointment.
During the consultation appointment, there will be ample opportunity for you to ask questions, and see firsthand the software and other tools I use to help my clients. We can determine what level of service would benefit you the most. I will review the client contract, which clarifies my responsibilities and fees. Fees are payable quarterly.
I invite you to contact me today and look forward to working with you.
Welsh Hills Financial1520 W. Church St.
Newark, OH 43055