Liz Schartman, AFC®, PMP®

As a natural organizer with a passion for people and finance, Liz enjoys helping others create a plan for their hard-earned dollars that aligns with their life values. Focus on building better money mindset has helped her clients reduce debt and stay on track for future goals with spending plans designed specifically for their needs.

An Accredited Financial Counselor (AFC®), Daily Money Manager (AADMM) and Project Management Professional (PMP®) with a B.S. in Psychology (emphasis in math), she compassionately coaches and educates to help others achieve both day-to-day financial wellness and plan for future goals.

  • Arizona Regional Leader and Member of the American Association of Daily Money Managers (AADMM®)

  • Member of the Association of Financial Counseling & Planning Education (AFCPE®)

  • Sr. Program Lead for Women's Money Matters, educating lower income women to achieve financial security

  • Financial Coach for Jean Chatzky’s HerMoney/ FinanceFixx®

Ensuring finances are in order brings peace of mind and she’s ready to help you!

“Those that live within their means, save and invest the rest, enjoy daily financial peace and a future of security”

Code of Ethics

As a member of both the Association of Financial Counseling and Planning Education (AFCPE) and the American Association of Daily Money Managers (AADMM), I am bound by the following ethics codes:

AFCPE® | Code of Ethics

Standards of Practice and Code of Ethics for Daily Money Managers (aadmm.com)