About Me

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Hi, I'm Elizabeth, a numbers nerd, type 2 fun enthusiast, and mother of four.

I spent over a decade in data analytics for a Fortune 100 healthcare company. That analytical background shapes how I approach financial planning: breaking down complicated situations, identifying what actually matters, and helping people make decisions they feel confident in. 

I'm also a rower. Rowing and personal finance have a lot more in common than most people expect. Both reward consistency over the things that capture your attention in an Instagram reel. Both involve doing small things right, again and again and again. And in both, it can be hard to see progress when you're in the middle of it. But when you look back, you can marvel at how far you've come.