One Step Closer

I’m rather thrilled to share some news: I recently passed Fundamentals of Insurance Planning. Final Grade: A!

I am now officially one step closer to meeting the educational requirements for a Chartered Financial Consultant® [ChFC®] professional designation.

This was the second of eight courses I have to pass. So I’m one-quarter of the way there! Go, me!

I’m not going to lie — these courses are work! Sometimes I feel like every time I stuff a new fact into my brain, another fact falls off the back of the memory shelf somewhere in my brain.

It doesn’t help that I’m dealing with a few other things (building a business, menopause, a terminally ill husband, a water-damaged basement, aging parents, etcetera, etcetera) all while studying and sitting for exams — but then we all lead complicated lives, don’t we?

Are you curious about what kind of fun financial facts I’m learning? Would you like to join me on the journey and learn along with me? Join the Learn with Elizabeth! email list.

About Elizabeth

Elizabeth is a self-professed geek with a weakness for Big Shiny Things. She has a BA in Interpersonal Dynamics & Transformative Systems and is in the process of earning a ChFC certification. Her passion is helping clients transform their relationship with money and achieve new levels of financial wellness. Her mission is to be an agent of change in the areas of personal finance and financial advising. Elizabeth and her husband "Fang" share an empty nest in the Denver, CO, metro area. If you see her out running errands on her cargo e-bike, please don't honk.

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More than a coach

Elizabeth is not only my money coach, she’s my money therapist. I realize how much emotional energy I invest in my relationship with money and she has helped me to disentangle my feelings of guilt and shame and move me into a place of empowerment.

Invaluable

Your talk was very useful and your insight and advice are invaluable.

Amazing money coach!

Elizabeth is an amazing personal money coach! She has been so helpful in giving us the tools to help us to forward our family finances. Can’t believe how much money we’ve saved and she’s helped us to leverage our financial resources into building the funds for what’s most important to us.

What passion!

Elizabeth has great passion for what she does.

Flattened learning curve

As busy as I am, I know I never would have made it through the learning curve without Elizabeth. Now I can focus on the bigger picture and create a plan I’m comfortable with.

Bye-bye anxiety

Working with Elizabeth has taken the guesswork and anxiety out of the budgeting process and given my husband and I a concrete vehicle for discussion.

Non-judgmental support

I’m deeply appreciative of Elizabeth’s non-judgmental approach. She supports my values and how that gets expressed in how I spend my money.

Take control

Elizabeth is a knowledgeable, supportive, fun, and very competent money coach. If you want to learn to control your money, instead of letting it control you, Elizabeth has the enthusiasm, understanding, and insight to help you.

Great workshop

Thank you so much for coming & sharing. Your passion for what you do made the information attractive. Thank you for taking the fear out of $$ and empowering us.

Awesome & Eye-opening!

It was really awesome and eye opening to hear Elizabeth’s advice regarding money management! What a woman of great wisdom, advice, and inspiration. Personally, I feel like she made managing money seem more possible than it ever has been before. Money has always been a negatively emotional subject for me, but now I see the light and I can truly say that I now speak of money with positive energy.

Thank you!!!!!

I LOVE your work!!! It’s enabled us to become financially secure AND make sure that we enjoy our take home pay. THANK YOU!!!!!!!

Amazing coach

Elizabeth is an amazing personal money coach! She has been so helpful in giving us the tools to help us to forward our family finances. Can’t believe how much money we’ve saved and she’s helped us to leverage our financial resources into building the funds for what’s most important to us.

Knowledgable, Supportive, & Fun

Elizabeth is a knowledgeable, supportive, fun, and very competent money coach. If you want to learn to control your money, instead of letting it control you, Elizabeth has the enthusiasm, understanding, and insight to help you.

Two Thumbs Up

The presentation Elizabeth provided was well done. She was very knowledgeable on the topic and she showed it. That in itself gained the trust of the people within the audience. Her presentation style was great. She engaged the students in conversations throughout the presentation, which kept everyone alert. I could tell that she really cared about the topic and wanted people to understand how certain things affects your credit score.