FEE-ONLY, INDEPENDENT & OBJECTIVE ADVICE
Landau Advisory is an independent, fee-only financial planner providing advice and guidance on an hourly, as-needed basis. I give objective, professional and actionable advice that is always in your best interest.
As a Fiduciary, I am committed and legally obligated to always provide you with advice and recommendations that are in your best interest.
COMPASSIONATE & TRUSTWORTHY
I am resourceful, compassionate, trustworthy, and hard-working. As a business woman and mother of four young adults, I have a unique set of experiences and skill sets needed to guide you in navigating the complexities of financial planning.
PROFESSIONAL & KNOWLEDGEABLE
My educational and professional background has given me the expertise and experience needed to guide you in the right direction.
Financial planning is about identifying, quantifying and prioritizing your financial and life goals. Let me help you make make informed decisions
Liz Landau, CFP®, MBA, MA
Liz is a life-long student and educator. She graduated Magna Cum Laude in Economics, Phi Beta Kappa, from Harvard College and received an MBA in Finance from The Columbia Business School. She worked for several years at McKinsey & Company, a leading global management consulting firm before choosing to focus on her family. During her time raising her four children, she was an active board member at several community organizations and held multiple lay leadership positions at her children’s school. She also developed and taught a high school elective on entrepreneurship and financial literacy. In 2012, Liz became a student again and earned a Masters degree at New York University in International Political Economy. Her interest in the global financial markets and macroeconomics led her to High Frequency Economics, a global macroeconomic research firm, where she served as its Interim Chief Operating Officer and Director of Business Development.
Liz ultimately realized that she wanted to directly help individuals and families and chose a new path: a career as a personal financial planner.
She completed a CFP Board approved financial planning program at New York University and established Landau Advisory LLC, a fee only financial planning firm, to fuse her academic interests, analytical skills and her passion for educating and counseling people about their personal finances. Liz views her role as listening to, and partnering with, her clients to provide professional, independent, caring, and economical advice that will guide and empower them to make informed decisions so that they achieve their financial and life goals.
Liz focuses her practice on individuals and couples in their 20s and 30s, helping clients understand and organize their financial lives and navigate, clarify, simplify and prioritize the maze of financial choices that are available. Although she focuses on Generation Y, she serves clients of any age and regardless of how much money someone makes or has to invest. She believes strongly that everyone can benefit from financial planning and that objective, high quality and individualized advice should be accessible to all.
Financial Planning for GENERATION Y
My primary focus on helping individuals and couples in their 20s and 30s, many as they start out in their financial lives. I not only want to provide advice to help reach my client's financial goals, but also to educate them on the about the confusing financial issues they may face.
struggling with student loans or credit card debt?
Whether you need help with cash flow, spending plans, debt reduction, making a buy vs. rent decision, or any other financial-related question you may have, I can help. No matter what your situation may be, the financial choices that you have made and will make will impact all areas of your life and relationships. As your financial planner, I will help you make the best decisions for your life making the most of what you have now and help you build a future that you feel good about.
OUR CLIENTS COME TO US FOR A VARIETY OF REASONS
Here are just a few of the many questions clients may have that lead them to engage with us as their financial counselor:
- How can I best balance my current spending with my future needs?
- How much can I afford to spend on a home?
- Am I saving enough to retire when I want?
- Am I saving enough to meet my short and long term needs?
- How should I invest the money in my retirement accounts and other saving accounts?
- How do we merge our finances now that we are married?
- Am I saving properly for my child's education?
- Can my family afford to have a stay-at-home parent?
- Can I afford to make a career change?
- Is my family protected if something happens to me?