Money Story | Liz Gillette, CFP®
Liz enjoys working with clients in their early- to mid-career, and hoping to find a solution to the competing priorities that they’re facing, such as enjoying life in the now vs. saving for college vs. upgrading their house vs. building a nest egg for retirement, and so on!
Having had the opportunity in her early 20s to put herself on the right path financially out of necessity sparked her interest in doing the same thing for others. Liz believes that there is a different type of advice for different phases of your life and that’s how she’s guiding her clients on their financial journeys. Tune into our discussion to learn more.