A goal without a plan is just a wish.
Together we will complete a review of each of the financial planning areas, and decide what changes are appropriate and consistent with your goals. I will make specific and simple recommendations for implementation, and then be there to encourage, explain and guide as you follow through.
In the short run, you will experience the peace of mind that comes from knowing your financial life is organized. Because of our close association, you will know that you are not alone in striving to meet your goals. I take a real interest in insuring your success and am available to help meet whatever challenges come along the way.
I “go the extra mile” for my clients: researching options, developing tools, searching for tax breaks, employing financial planning software to develop the best possible plan for each client. I measure success by your success.”
- Elizabeth Caldwell, CFP®
In the long run, your assets will be maximized through careful and informed investing. I will develop an emergency plan to help reduce the effect of unforeseeable circumstances. Predictable future financial events, such as retirement, are anticipated and planned for so that they are welcomed, not viewed as a crisis.
Why choose Welsh Hills Financial Services?
In the rapidly-expanding world of financial planning and investing, I offer expertise with a personal touch. I believe that developing a comprehensive financial plan reaps rewards for clients. I have been investing my own and other people’s money for twenty years as a full-service Certified Financial Planner®. I belong to the Alliance of Comprehensive Planners, a nationwide association of fee-only planners who share ideas and experience to insure that all members stay on the cutting edge of our challenging profession.