Committed to guiding you with honesty, integrity, and personalized support.

With Elizabeth Swift Financial, you get a personalized approach where we tailor services to fit your unique needs. I value integrity and trust and am committed to putting your goals first. My 15+ years of experience in the financial world allows me to provide you with comprehensive support, from daily money management to long-term planning.

Personal Financial Management

Personal Financial Management

  • Organization Services:

    • Mail and document sorting.

    • Needs assessment and personalized system development.

    • Maintenance plans with written instructions.

  • Management Assistance:

    • Bill and debt management.

    • Income and expense review.

    • Budget setup aligned with your goals.

    • Collaboration with banks, financial planners, and family members.

    • Assistance with forms and paperwork.

  • Ongoing Support:

    • Regular check-ins: weekly, bi-weekly, or monthly.

    • Account management and financial record keeping.

    • Mail handling and coordination with professionals.

Tax Services

Financial Coaching & Education

  • Money Management: Learn effective strategies to manage your finances responsibly.

  • Goal Setting: Define clear, attainable financial goals for your future.

  • Budgeting Instruction: Master budgeting to maximize your resources.

  • Debt Elimination: Develop strategies to reduce and eliminate debt efficiently.

  • Homeownership Planning: Guidance on preparing for purchasing a home.

  • College Funding: Plan ahead for educational expenses.

  • Retirement Planning: Secure your future with tailored retirement strategies.

Financial Coaching & Education

Tax Service

  • Annual Tax Preparation: Accurate and timely preparation of federal and state income tax returns.

  • Organization Assistance: Help in gathering and organizing important tax information and documents.

  • Tax Planning:

    • Historical Review: Examine prior tax returns for accuracy and establish account history.

    • Semiannual Check-Ins: Regular reviews of income and withholding to prevent surprises.

    • Optimization: Strategies to minimize large balances due or excessive refunds.

Take the First Step Towards Financial Peace

I am available for in person and virtual meetings. Contact me today for a free 20-minute consultation, and let's begin your journey toward achieving your financial goals with confidence and independence.