Building Your Plan
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 which is why y 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®How We Work Together: Getting Clarity, Confidence, and Freedom
Dreams & Goals
Our first meeting will be entirely centered on your goals and dreams. We’ll get to know each other and gather some data for the plan to talk about cash flow. These basic building blocks will help guide Your Prosperity Plan and what’s right for you.
Your Prosperity Plan
Within a short time, we will meet again to review Your Prosperity Plan, built holistically and including recommendations. At the end of this meeting, you’ll understand what’s happening and why.
Tax Planning & Risk Management
In ongoing meetings, we’ll talk about tax optimization strategies and about how to preserve your assets through risk management and proper insurance options.
Legacy Planning
Legacy planning is included, whether this means leaving a financial legacy, education about wills, trusts and guardianships or talking about charitable inclinations. You’ll have the information you need to make informed decisions.
Your Time
We will always have time, every meeting, to discuss what’s top of mind for you.