Elizabeth Gilmore

Elizabeth Gilmore

she/her/hers

CFP®EA
Fee Structures
Monthly
$300+/mo
One-time
$3,600+

Introduction Video

About Me

I'm the founder of Gilmore Financial Planning. I work with people building towards financial freedom, from visualizing possibilities, to mapping out what steps to take, to actually living it. I'm a fiduciary, paid only by the flat, transparent fee we agree on, and you keep full control of your own accounts.

I'm a CERTIFIED FINANCIAL PLANNER® and an Enrolled Agent, an IRS credential reflecting demonstrated tax knowledge.

I race regularly at US Masters rowing regattas and love going on adventures with my husband, four boys, and two dogs. Our family budget has categories for rowing and for camping equipment. I understand what it means to plan around the things that matter.

Why I Became an Advisor

My path to financial planning started with corporate downsizing from my career in healthcare data science. A friend pointed out that I'd always been a natural sounding board for financial questions, whether he was thinking through a refinance or talking himself off a ledge during a market downturn.

I started the CFP® education knowing I wanted to provide the kind of advice I'd always wished existed, but without working for one of the big institutions. When I found the Advice-Only Network, it felt like home.

Areas of Specialization

Tax Strategies
Investments
Mid-Career Planning
Pre-Retirement Planning

Ideal Clients

Fitness/Wellness Enthusiasts
DIY Investors
Families with Children
FIRE
Pre-Retirees

Contact Information

Herndon, VA
Meets Virtually
Meets In-Person
Accepting New Clients