Welsh Hills Financial Information

“With effective planning, financial peace of mind is possible!” - Elizabeth Caldwell, CFP Welsh Hills Financial, owned and operated by Elizabeth Caldwell, provides a fee only, holistic approach to achieving your financial goals. To avoid conflicts of interest, compensation comes from agreed-upon fees. No products are sold, nor commissions collected, during any part of the financial planning process. Elizabeth’s primary concern is your best interest. A holistic, or comprehensive, approach considers all aspects of your financial life from budgeting to investment portfolios to retirement planning. At Welsh Hills Financial, Elizabeth will review your total financial situation considering your goals and dreams. She will then create a written financial plan, making recommendations unique to you, and assist you implementing the changes necessary towards achieving your goals. Throughout the process, Elizabeth is there to provide simple, honest advice and responsive assistance. This creates a long-term relationship, with expertise as well as a personal touch, where the savings and benefits far outweigh the cost. “I ‘go the extra mile’ for my clients: researching options, developing tools, searching for tax breaks, employing financial planning software to develop the best possible plan for each client. I measure success by your success.” -Elizabeth Caldwell, CFP