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


Financial Planning Services and Hourly Coaching:

At Cox Financial Services, we provide fee-only financial planning advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis. Remember, you don’t have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future — or seeking to protect, enjoy and pass on those you already have —  we can help you every step of the way.
  

Your financial objectives may include:

  • Navigate major life transitions
  • Ensure retirement income
  • Reduce the burden of taxes
  • Plan for financing major goals
  • Minimize the effects of inflation
  • Reduce the risk of financially devastating events
  • Create and preserve personal wealth
  • Foster peace of mind through proper planning today
To help you reach these important goals, our services include:

  • Personal Financial Planning
  • Divorce financial planning (traditional, mediation, collaborative)
  • Retirement Planning Strategies
  • Cash Flow Spending Plan
  • College Funding Advice
  • Stock Option Advice
  • Lump Sum Distribution Advice
  • Life and Disability Insurance Needs Analysis
  • Second Opinion on Investments or Current Financial Plan
  • Corporate Employee Financial Education — Seminars on 401(k)s, Employee Benefits, etc.

If you prefer to work on an hourly basis, without any longer term commitment, I can help. I am one of the very few financial planners in the Fairfield County area that provides this much-needed unbiased, service. For a flat fee of just $195 per hour I can assist you with your financial planning needs, without any sales pressure or judgments – just good, solid financial advice to help you plan a more independent financial future.

Please Contact me to set up an initial consultation.




Privacy Policy

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.