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
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.
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.
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
