Elizabeth D. Stephens, CPA, CDFA®

Your Life, Balanced


About Me

Experienced Financial Counselor

My experience as a financial and tax advisor, along with my doctoral studies in Psychology, helps my clients balance their finances as part of their overall lives.  Financial stress causes a great deal of emotional stress, and vice versa - emotions can make finances more overwhelming and confusing, especially in cases of illness, divorce, elder care, and other challenging life events.  Let me help you develop better ways to handle the issues that are standing in the way of your life balance.  Get in touch today to see what I can do for you.


Thought-Based Approach

Support That Makes a Difference

Financial Counseling and Planning

Are emotions or interpersonal conflicts interfering with your personal finances or business partnerships?  Elizabeth specializes in high-stress and high-conflict emotional + financial situations.

Working Coffee

Divorce CPA/CDFA® Services

Services include forensic accounting, financial analysis, support calculation, and mediation or court testimony.

Business Partners at Work
Making Notes

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