Personal Finance and Tax Guidance for Every Stage
Personalized Services To Meet Your Needs
Personal Financial Management
Organization and management assistance, providing long-term and short-term support.
Tax Preparation
Planning, organization and annual tax preparation.
Financial Coaching & Education
Budgeting, planning, goal setting, debt elimination. and financial literacy.
About
With over 15 years of experience in financial coaching and tax preparation; and holding certifications including Financial Coach Master Training, IRS AFTR, and accounting, I established Elizabeth Swift Financial LLC to offer personalized and compassionate financial services that put your goals first. I'm dedicated to helping you navigate your financial journey with honesty and integrity.
As a member of the National Guardianship Association and having completed the State of Connecticut Conservator Training. I provide a flexible and tailored approach that goes beyond traditional tax preparation and daily money management. My mission is to listen attentively and work alongside you as navigate your financial journey with honesty and integrity.