Elizabeth Swart, CFP

As a CERTIFIED FINANCIAL PLANNER? professional I am dedicated to guiding you through all the critical financial events and decisions in your life ? both the anticipated and the unforeseen. I take pleasure in uncovering your aspirations ? the experiences you wish to have, the destinations you aim to explore, and the legacy you intend to create? and then devising strategies to help you achieve these objectives. My process begins with attentive listening to fully understand your unique circumstances. I assist in bringing clarity to your financial life by organizing both macro-level elements, such as portfolio construction, risk management, and estate planning strategies, and micro-level aspects, like household cash flow management. Together, we will prioritize your goals and outline the steps necessary to monitor your progress toward attaining them. I strive to help you anticipate life transitions by regularly evaluating potential changes and formulating proactive action plans. Additionally, I collaborate with your existing advisors, including attorneys and accountants, ensuring a thorough understanding of your background, philosophy, needs and objectives. I began my career as a financial advisor in 2005 with M&I Financial Advisors, a predecessor firm of BMO Harris Financial Advisors. In 2018 I joined Wells Fargo Advisors to leverage world class services and resources to help my clients reach their goals. I live in Milton with my husband, Logan, and our children, Mila and Cooper. We enjoy cooking, entertaining, and travelling ? especially to new foodie destinations.