About
Discover My Values-Based Approach to Financial Advice.
I believe in building strong, trusted client relationships reinforced by my values.
INTEGRITY
Integrity is the foundation on which my company is built. I believe that successful client partnerships demand that I hold myself to the highest ethical and moral standards.
COLLABORATION
When entering a client relationship, I aspire to make it a long and fruitful one. I will communicate clearly as I help clients work toward building financial security.
LOYALTY
I view every one of my clients as my “boss,” and everything I do is in support of their financial and personal well-being.
TRUST
As the saying goes, “Trust is earned.” I couldn’t agree more, which is why I work hard every day to deserve my clients’ trust by putting their needs and wants first, always.
AUTHENTIC
My aim is to “be real.” I’m here to relate to my clients and be open to their concerns, never dismissing them.
BALANCE
When it comes to finances, balance means having the resources to enjoy life today as well as in the future, which requires prioritizing your wants and needs and considering changes my clients can make now to be better prepared later.
COMMUNITY
I am invested in the community—both inside and outside my office. I think it’s important to not only be active in the communities where I am located, but to also contribute by providing the education, tools and resources clients need to feel less intimidated and more confident about their investment decisions.
SECURITY
I believe investing is about helping my clients reduce the financial anxiety that comes from having a personalized, well-thought-out plan designed to help them achieve their financial goals and dreams.
About Lizz Schneider
Lizz Schneider, CFP®
Owner/Founder
Despite life’s twists and turns, I’ve always believed in me. My parents instilled in me both a good sense of confidence as well as personal responsibility. Because of that, I’ve been willing to follow my dreams and open the door when opportunity knocks.