Elizabeth Cox (CFP®, CPA)

Elizabeth Cox focuses in the
following client markets or areas of practice:

Divorce Planning

Hourly

Investment Advice without Ongoing Management

Retirement Planning & Distribution Rules

Women's Financial Planning Issues

Planning Specialties

We specialize in helping couples and individuals navigate financial decisions throughout life transitions. Whether you are preparing for retirement or returning to the workforce, negotiating a marriage, blended family or divorce, or adjusting to widowhood, we are with you every step of the way.

We offer comprehensive and modular financial planning services. Specialties include: investment advisory services, asset allocation and portfolio design, tax planning and preparation, retirement planning, divorce financial planning and financial mediation services.