Welsh Hills Financial

At Welsh Hills Financial, we are dedicated to creating financial plans based on your goals and dreams. Our mission is to provide you with the tools and guidance necessary to achieve financial independence and peace of mind. We understand that each client's goals and dreams are unique, and we work tirelessly to understand and address your specific needs.

About Elizabeth Caldwell, MA, CFP

Elizabeth Caldwell, MA, CFP, is the founder of Welsh Hills Financial Services, a fee-only financial planning firm. With a strong educational background in finance and a commitment to professional excellence, Elizabeth has built a successful business centered around helping clients identify and realize their goals and dreams through the financial planning process.

Elizabeth's guiding principles and priorities for her clients include keeping it simple, being responsive and available, displaying honesty and integrity, being fee-only, and creating value. These principles form the foundation of her work and ensure that clients receive the best possible service.

Elizabeth has a long-term interest in finance and economics, and she has a BA degree in economics from Ohio University and a MA degree in economics from Ohio State University. She is also a graduate of the College of Financial Planning in Denver and is a Certified Financial Planner. Elizabeth is registered with the Ohio Division of Securities and is a member of several professional organizations, including the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the National Association of Tax Preparers (NATP).

How We Work

At Welsh Hills Financial, we believe in providing a holistic financial plan that looks at all aspects and needs of your finances. We understand that remaining flexible and altering a plan when circumstances change is key in the long-range journey to financial success. Our process includes:

1. Understanding Your Goals and Dreams: We take the time to understand what you want to achieve financially and personally.

2. Creating a Comprehensive Financial Plan: We develop a plan that addresses all aspects of your finances, including investments, taxes, retirement, and more.

3. Implementing the Plan: We work with you to put your plan into action, ensuring that all areas of your finances are working together to maximize your net worth and peace of mind.

4. Regular Review and Adjustment: We regularly review your plan and make adjustments as necessary to ensure you are on track to achieving your goals.

Our Services

At Welsh Hills Financial, we offer a range of services designed to help you achieve financial independence. These include:

1. Investment Planning: We help you develop an investment strategy that aligns with your goals and risk tolerance.

2. Retirement Planning: We assist you in planning for retirement, including determining how much you need to save and how to allocate your retirement funds.

3. Tax Planning: We provide guidance on minimizing your tax liability and maximizing your after-tax returns.

4. Estate Planning: We help you plan for the distribution of your assets after your death, ensuring that your wishes are carried out and minimizing the impact on your loved ones.

Expected Results

By working with Welsh Hills Financial, you can expect to achieve a number of benefits, including:

1. Financial Peace of Mind: With a comprehensive financial plan in place, you can rest assured that you are on track to achieving your goals.

2. Increased Net Worth: Our expertise in investment planning and tax planning can help you maximize your net worth.

3. Retirement Security: We can help you ensure that you have enough saved for retirement and that your retirement funds are allocated appropriately.

4. Protection of Your Assets: Our estate planning services can help you protect your assets and ensure that they are distributed according to your wishes.

Blog

At Welsh Hills Financial, we believe in staying informed and up-to-date on the latest trends and changes in the financial industry. Our blog provides insights and information on a range of financial topics, from investment strategies to tax planning tips. Check back regularly for new posts and updates!