Personalized Help for Your Financial Journey

From Tax Season to Daily Spending – A Continuum of Financial Care that Adapts to Your Life, Not the Other Way Around.

Services Overview

At Elizabeth Swift Financial LLC, I am dedicated to providing comprehensive financial support tailored to your unique needs. From stress-free tax preparation and personalized financial planning and education to practical day-to-day assistance like bill paying and budgeting, I am here to help you gain control and confidence in your finances. Whether you’re an individual, family, small business owner, or an older adult looking for reliable support, our services are designed to make your financial life easier and more secure. I can work with you virtually or in home in the NW CT, SW MA, and Mid-Hudson Valley area of NY.

Income Tax Preparation Services

I offer personalized, in-person and virtual tax services designed to meet you where you are, no matter how simple or complex your tax situation may be. I believe taxes don't have to be stressful.

Financial Coaching and Education Services

I am a Financial Coach and Educator dedicated to helping you take control of your finances and build a future you can feel good about. I believe financial health is about more than just numbers.

Personal Financial Management Services

I am dedicated to making your financial life manageable and more secure. I know firsthand how overwhelming financial details can be, and my passion is helping people find clarity so they can thrive.

About Me

With over 15 years of experience in financial coaching and tax preparation; and holding certifications including Financial Coach Master Training, IRS AFTR, and accounting, I established Elizabeth Swift Financial LLC to offer personalized and compassionate financial services that put your goals first.  I'm dedicated to helping you navigate your financial journey with honesty and integrity.

As a member of the National Guardianship Association and having completed the State of Connecticut Conservator Training.  I provide a flexible and tailored approach that goes beyond traditional tax preparation and daily money management. My mission is to listen attentively and work alongside you as navigate your financial journey with honesty and integrity.

Contact Me

If you’re interested in collaborating, please provide your information, and I will be in touch with you soon. I look forward to connecting with you!

Susan Pitzele 

“Elizabeth Swift is a gem.  She is intelligent, caring, reliable and honest, a rare combination these days.   

When I had a sudden health crisis and was unable to manage our finances because of poor eyesight and brain fog she stepped right in and learned my system rather than imposing hers. She took right over, relieving me completely while making sure that she was not overstepping my boundaries. I was so grateful to be able to let go of financial worry while I dealt with my health.  When it came to tax time, she also did our taxes for us and was able to save us money as well as explain simply why there was a change in our taxes from the year before. She returned calls, did not rush my slower pace and went the extra mile.  I cannot recommend her highly enough. ”