Elisabeth L. Brady, CEPA, CLTC, ChSNC
WEALTH ADVISOR | EXIT PLANNER | SPECIAL CARE PLANNER
“We meet no ordinary people in our lives.” – C.S. Lewis
What do business owners and families of dependents with disabilities have in common? An immersive lifestyle and dedication to their mission. It’s a unique group of passionate individuals that make up this space. They require specialized help to resolve complicated decisions, create transition plans to address immediate concerns, and craft future visions.
As a Certified Exit Planning Advisor and a Chartered Special Needs Consultant, my practice focuses on three areas: project management, financial planning, and personal future planning. I understand my clients’ busy day-to-day lives and know that necessary planning can be put on the back burner. My practice is a holistic specialized service focused on getting all the moving parts to work together.
A lifelong Massachusetts resident, I enjoy all four seasons with my husband, children, and our family dog. I am a member of the Greater Haverhill Chamber of Commerce, BNI Dynamic Referrals – Haverhill, the Merrimack Valley Chamber of Commerce, and the Haverhill Special Education Parent Advisor Council.
Learn More About Me
If you had an extra hour to yourself in the morning, how would you spend it?
I’d like to say I’d be so productive, but as it is now, I’m up early and enjoy the quiet before everyone else in the house gets up. If I had the extra hour, I’d like to learn how to play the piano.
What’s the most likely place people could find you on a Saturday night?
Saturday nights are spent having dinner with friends and family, or the occasional movie date night.
Which would you pick: living on the beach or living in the mountains?
I am a seaside girl at heart. There’s something very calming and grounding when you listen to the tide come and go.