Empowering you to achieve financial clarity, confidence, and freedom.
Intentionally serving a select number of clients through custom, personalized financial planning & investment management that can guide you toward financial freedom. Learn more about Building Your Prosperity Financial Plan
Comprehensive Financial Planning Process: Guiding You Step-By-Step
Your comprehensive financial planning services begin with a personalized initial meeting designed to understand your dreams, values, and financial goals. From there, we develop a custom Prosperity Financial Plan that addresses every aspect of your financial life, from investments and retirement planning to tax strategies, estate planning, insurance, and cash flow management. You get much more than a plan. We’ll build a long-term relationship, offering ongoing guidance and adjustments as life evolves, so your financial plan stays aligned with what matters most to you.
Deep Dive Dreams & Goal Setting
Your Prosperity
Plan
Retirement, Tax &
Risk Strategies
Legacy
Planning
Keeping You on Track Meetings
Start Building Your Prosperity Plan Today - On Your Terms.
It’s easy to get started on your financial plan. With my platform, you have the flexibility to begin when you’re ready, whether you want to explore on your own or work with me directly.
Unlike most financial planners who restrict access to their tools, I believe you should have the freedom to take that first step at your own pace. That’s why I give you full access to the same powerful planning technology we use with clients.
Simply set up an account, and you’ll be on your way to building a financial plan that works for your life. I'm here to help whenever you're ready.
Elizabeth McCollum, CFP®, CEP®Recent Insights & News
