Elizabeth Herzog- Northwestern Mutual

Helping people from all walks of life create a financial plan.

06/12/2024

Looking for a game-changing career? Let’s talk. You likely already have some skills. Come join our team and we’ll give you the tools you’ll need for success. You’ll be recognized for your good work, and earning potential is big. Ready to shine? Message me to find out more.

06/10/2024

81% of clients with a comprehensive plan said they feel optimistic after partnering with someone like me on planning their financial future. How’s that? Well, I ask better questions to have better conversations which then leads to a better way to money.

Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023

06/05/2024

When we’re better, you’re better. Our holistic financial planning approach is designed to deliver superior outcomes, so you feel good about your money and your life. Reach out to find out more about a better way to money. http://spr.ly/6182eFdKn

05/28/2024

Rare, medium, medium-rare…on International Hamburger Day, there are so many ways to prepare a burger. And none of them would be wrong. After all, it’s all about personal taste.

Creating a good financial plan with you is like that, as well–the plan I work on with you will be based on personal preferences. But possibly unlike your burger order–and I’m not judging!--all of my financial planning will be well done.

05/22/2024

Right now, you may be thinking that a good financial plan is almost as far-fetched as unicorns and dragons. But I’m committed to working with you on creating one, without involving any ancient wizardry. Take our financial planning tour to start your journey today, and then reach out so I get you that much closer to living happily ever after. http://spr.ly/6182dznXw

05/16/2024

Your favorite team. How much you love your pet. The marathon you just ran. There’s so much to share with the world when it comes to your car’s bumper. But I can't help thinking that having a financial plan is also worth being proud of, whether you’re doing it for yourself, a baby on board, or a student driver. Whatever the motivation, reach out to me today and find out why having a good plan is bumper-brag-worthy.

05/08/2024

Even though graduation may seem far away, it’s never too early to start preparing to pay for college. Let’s get together to work out a plan that works for your wallet and their future.

*Planning and Progress Study, 2024.

04/25/2024

If you’ve been wondering what’s in the cards for you financially, well, now’s the time for you to connect with me and find out. And while I also rely on readings, I typically do that with financial statements. Reach out to me and let’s work on your good plan together.

04/18/2024

When it comes to your finances, you don’t want to find yourself behind the 8 ball. Or asking one for advice, for that matter. That’s why when it comes to discovering key money strategies, well, all signs point to me. Reach out today for an outlook that looks good.

04/11/2024

Saving for retirement is a hot button issue for a lot of Americans. Each generation views it differently. Let’s chat about your thoughts.
*Planning and Progress, 2023

04/04/2024

I know what you’re thinking–how did I all of a sudden become an adult? Well, the good news is that adulting happens to all of us, and when it does, you don’t have to do it alone. Read our Guide to Financial Planning in Your 30’s for tips on how to make the transition from the big 2-0 to the big 3-uh-oh more seamless. And if you have any questions, I’m here to help out. http://spr.ly/6182ZwJ8O

03/29/2024

Do you believe in love at first sight when it comes to your financial plan? Or is that a feeling you haven’t experienced yet? Maybe it’s time to chat with me and get matched with your own Good Plan and go on to live happily ever after. Reach out to learn more.

03/22/2024

Happy Women's History Month, everyone. I'm celebrating the fact that women are taking control of their financial futures and sticking to their plans for the long term—at triple the rate of men. Let's keep the momentum going. I'm working with women to grow their wealth, protect savings for their families, and maximize financial opportunities. Reach out to get started.

*2022 Financial Planning Benchmarking Study, Northwestern Mutual

03/18/2024

I can help you draw up a game plan to play offense with your savings. Ready for tip off?

03/14/2024

As a financial planner I could either bore you with pie charts all day long, or in honor of Pi Day, I could show you how everyone’s Good Plan is unique and special by presenting more literal pie charts. Don’t you think this way is yummier?

03/12/2024

Equal Pay Day symbolizes the extra time women would need to work (10 weeks) to catch up to men’s yearly wages. Want help narrowing that gap? I work with women to grow their wealth and achieve their goals. Reach out to learn more about Equal Pay Day and starting a financial plan.

*latest U.S. Census Data, 2022

Photos from Elizabeth Herzog- Northwestern Mutual's post 03/08/2024

What do all of the people in these pictures have in common? ✨

Did you guess we are all financial advisors? 💸

Happy to these trailblazing women leading the way in the financial planning industry! Thanks to each of you, so many individuals and families are more financially secure and working towards their financial futures! 🔮

I am so proud of each of you, the financial planning industry, and Northwestern Mutual for continuing to make improving efforts in diversity and inclusion. 🥰

03/08/2024

Spent the last couple of days on Capitol Hill speaking with members of Congress on the importance of the financial planning industry and the impact it can make on all Americans! Spending this time with 10 other Northwestern Mutual women who are all equally as passionate as I am about the work we do really makes me believe we can make a difference and have our voices heard. Everyone deserves a financial plan and we don’t want that right taken from the American people! 🇺🇸💸🦅

03/08/2024

Today I’m celebrating women maximizing their finances. I’m thankful that my career allows me to work with women in growing their wealth, protecting savings for their families, and making the most of financial opportunities. Tell me one of your financial goals in the comments.

03/06/2024

When it comes to financial planning, your life goals are the canvas. Take our Financial Planning Tour and learn more about how we can work together on making your good plan into a work of art. http://spr.ly/6186XdY56

03/01/2024

I’m proud to work at a company that supports and celebrates women—in a career where I get to work with women who are taking control of their financial futures. Happy Women’s History Month, everyone.

02/26/2024

It’s your call. You can either miss out on key money strategies or you can get in touch with me and we can start working on a good financial plan for you. And while picking up the phone and actually using it isn’t always the easiest, I can make it a worthwhile call. Maybe even profitable.

02/14/2024

Roses, chocolates, and dinner reservations are one thing. But there’s truly nothing more romantic than committing to a shared financial plan for you and a loved one. So after Valentine's Day, reach out to me and let's plan your perfect financial future together, so you can live happily, and wealthily, ever after.

01/25/2024

Setting financial goals that include amounts and dates? Good plan. It’s great to have a goal to pay off your debt or to save more. But to really make it work, you’ll want to include how much and by when. I’m here to show you how to get there. Reach out anytime.

01/11/2024

Want to get a head start on your New Year’s resolutions? Getting a financial plan designed to make them happen is the key. Reach out to get started.

01/02/2024

Our is back this year to boost your budget with no-spend weeks. You in? I’m here to make your hard-earned savings work even harder for you. Reach out to get started.

12/22/2023

It’s my job to help you realize your dreams through good financial planning. But first, let me help you get a better understanding of what makes a financial plan good–reach out to me and let's chat more about what goes into making one that brings you closer to your life goals. http://spr.ly/6189uNXK5

11/27/2023

Do you feel puzzled by financial planning? Are your goals so personal and varied that, at first glance, they feel like pieces that don’t fit together? I can help you assemble all the pieces so you can see the complete picture. Reach out, and let’s talk.

11/17/2023

We all know that shopping for the holidays can get expensive, and the Financial Flash Challenge: Holiday Edition is here to help you through it. Follow me for weekly savings challenges designed to help you set aside enough money for holiday gifts without having to miss out on holiday fun. Stick to the plan and see holiday shopping get less stressful. You've got this!

11/15/2023

As you get ready to turn the page on the year, take the time to review your financial plan and set yourself up for a successful 2024. You can count on me to guide you every step of the way. Reach out to get started.

Want your business to be the top-listed Accountant in West Chester?
Click here to claim your Sponsored Listing.

Videos (show all)

Looking for a game-changing career? Let’s talk. You likely already have some skills. Come join our team and we’ll give y...
81% of clients with a comprehensive plan said they feel optimistic after partnering with someone like me on planning the...
When we’re better, you’re better. Our holistic financial planning approach is designed to deliver superior outcomes, so ...
Rare, medium, medium-rare…on International Hamburger Day, there are so many ways to prepare a burger. And none of them w...
Right now, you may be thinking that a good financial plan is almost as far-fetched as unicorns and dragons. But I’m comm...
Bumper Stickers
Even though graduation may seem far away, it’s never too early to start preparing to pay for college. Let’s get together...
Prediction Cards
Magic Eight Ball-Me.mp4
Planning & Progress Stat #1
20s-30s
Get Matched with a Good Plan

Telephone

Address

7570 Bales Street, Suite 200
West Chester, OH
45069

Other Financial Planning in West Chester (show all)
Kohn Wealth Management Advisors, LLC Kohn Wealth Management Advisors, LLC
9078 Union Centre Boulevard , Suite 350
West Chester, 45069

At Kohn Wealth Management Advisors, LLC, our mission is to co-create possibilities so you can make intelligent choices today that helps you towards your financial destiny tomorrow ...

Hannah Chapman, CFP, APMA, CRPC Hannah Chapman, CFP, APMA, CRPC
West Chester, 45069

Human Design + Financial Planning = Bespoke Prosperity Planning ✨ CFP, Author, Speaker, Coach ✨

Matthew Rupe at Prudential Matthew Rupe at Prudential
8080 Beckett Center Drive, Suite 116
West Chester, 45069

As a Financial Planner, I specialize in financial planning services for a fee. I work with clients to formulate a financial plan tailored to their needs.

Jasmine Shah - Northwestern Mutual Jasmine Shah - Northwestern Mutual
7570 Bales Street Suite 200
West Chester, 45069

Helping you find your Financial Happy Place!

VanWeelden Financial Group VanWeelden Financial Group
8905 Cincinnati-Dayton Road
West Chester, 45069

Totally Independent. Truly Comprehensive. Laser Focused on RETIREMENT.

Rich Carmel, Financial Advisor Rich Carmel, Financial Advisor
8833 Cincinnati Dayton Road
West Chester, 45069

Primerica Representative Primerica Representative
7606 Tylers Place Boulevard Ste 100
West Chester, 45069

I will assist others in planning for financial success. I will connect others to financial resources for holistic financial well-being.

Pathway Financial Planning, Inc. Pathway Financial Planning, Inc.
9078 Union Centre Boulevard #350
West Chester, 45069

At Pathway Financial Planning, we specialize in collaborative retirement distribution planning. Our g

Leshnak Wealth Leshnak Wealth
7182 Liberty Centre Drive Unit I
West Chester, 45069

Retirement Income Planning, Investment Management, Tax Preparation and Wealth Preservation Strategie

Dalton Wealth Management Dalton Wealth Management
7237 Cincinnati Dayton Road, Suite 203
West Chester, 45069

Investments, Elder Planning Issues, Retirement planning, Stocks, Bonds, Mutual Funds, 529 Plan, IRA, Roth IRA, Pension, Annuities, Advisory, Brokerage, 401k, 403b