Elizabeth Cox

MA,CDFA™
CERTIFIED FINANCIAL PLANNER™

“Plan for your future because that’s where you’re going to spend the rest of your life.”
- Mark Twain

Client Forms and Helpful Links

Here are some helpful links that you can access in your planning efforts. Knowing where you stand now is the key to getting you where you want to go later.

Why you should choose a CFP practioner

These easy to use calculators will assist you:

Budget Calculator

Net Worth Calculator

Cost of Waiting Calculator

Inflation Calculator

In addition, here are links to organizations that provide additional helpful information for your personal financial planning needs:

Social Security Administration

IRS

All written content on this site is for information purposes only. Cox Financial Services, LLC is a Registered Investment Advisor providing fee-only investment advice and guidance, and full-service financial planning. The firm is registered with the State of Connecticut Department of Banking. Our place of business is 3 Sylvan Road South, Westport CT 06880. The information ain this web site is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publishers, and host are not providing legal, accounting, or tax advice, or advice specific to your situation. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness.The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Connecticut. We are legally empowered to provide financial advisory services only to residents of Connecticut and on a very limited basis to individuals in some other states.

ncial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.