Elizabeth is dedicated to helping individuals and families make thoughtful financial decisions rooted in their unique values and goals. With a holistic, values-based approach, she works closely with clients to uncover what matters most to them about money and guides them in creating strategies that reflect their priorities. A key area of Elizabeth’s expertise is Special Needs Planning, and with her specialized knowledge, she helps families and organizations develop customized plans to support individuals with disabilities.

Elizabeth’s passion for Special Needs Planning is deeply personal. Growing up in a large family that includes four sisters with Down syndrome, she understands firsthand the unique challenges and uncertainties many families face. Inspired by her parents’ mantra, “blessed to be a blessing,” Elizabeth has dedicated her career to helping families replace the fear of “what if” with confidence and peace of mind. She provides thoughtful guidance and coordinated financial strategies that address immediate needs and long-term goals.

At the core of Elizabeth’s work is a commitment to building strong relationships with her clients. She takes the time to understand their stories, hopes, and challenges, offering solutions that integrate seamlessly into their overall financial strategies. She is also a proud member of the Academy of Special Needs Planners and values collaboration with subject matter experts to provide families with comprehensive and trusted advice.

Elizabeth’s approach is rooted in the 6 Pillars of Special Needs Financial Planning, ensuring her clients’ financial futures are built on a solid foundation:

• Financial Planning – Helping families create a roadmap for their financial goals, tailored to their unique needs.

• Asset Management – Developing strategies to grow and preserve wealth over time.

• Tax Management – Working to ensure tax efficiency, helping maximize resources available for the family’s needs.

• Protection Planning – Safeguarding assets through insurance and risk management strategies.

• Legacy Planning – Designing plans that protect loved ones and ensure financial security for generations to come.

• Special Needs Planning – Addressing the specific needs of individuals with disabilities, from understanding government benefits and how to protect eligibility, to ensuring long-term care and quality of life.

Elizabeth and her team believe that every client deserves a personalized approach because no one solution fits everyone. By addressing challenges proactively and building customized strategies, she helps ensure families stay on track toward meaningful and purpose-driven financial futures.

If you are ready to explore how Elizabeth’s expertise and services can benefit you and your family, she invites you to visit her website or reach out directly. She looks forward to learning your story and helping you design a financial plan that empowers you to achieve your goals.