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Elizabeth D Stephens, CPA, CDFA

Your Life, Balanced


About Me

Experienced Financial Counselor

My experience as a financial and tax advisor 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

Working Coffee

Divorce Counseling Services

Business Partners at Work
Making Notes

Schedule a Session

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