Introducing Prosperity Financial Planning
Empowering you to achieve financial clarity, confidence and freedom.
You’re here, let’s go! With my platform, you can begin and explore on your own or with me directly.
Elizabeth McCollum, CFP®, CEP®
I’m thrilled to announce the launch of my long-awaited company: Prosperity Financial Planning, LLC. This moment has been nearly a decade in the making—and the journey has been more like a slow-simmered risotto than a microwaved instant rice!
My mission is simple: to empower you with financial clarity, confidence, and freedom through personalized, relationship-driven planning.
Here’s my story. My passion for personal finance began years ago, sparked by my time with the restaurateurs at Darden Restaurants and Bloomin’ Brands. Why? My colleagues and friends were discussing financial questions and ideas and problems, and I wanted to help them. My passion ignited…to help others plan their financial future. So I pursued and passed the CFP® exam to realize my goal to help my people.
Soon after, I became torn between becoming a full-time financial advisor and an opportunity to take on a CEO role at Hana Group. While I felt I couldn’t pass up the opportunity for something I’d been working towards practically my whole career, my love of advice and helping others never went away.
After Hana Group, I finally had the freedom and clarity to start on my way and worked at Vanguard as both a financial advisor and chief of staff for the advice team. After two more years, I finally, drum roll please, launched Prosperity Financial Planning as a fee-only fiduciary. While I will work with a wide range of clients, I’ve never forgotten my colleagues in the restaurant business who just might be:
Preparing and transitioning into retirement
Women seeking clarity and confidence in financial decision-making
My services include comprehensive financial planning, investment management, and legacy planning. Clients will have access to their own planning portal and regular meetings to adapt plans as life evolves. This is a collaboration, built on trust and viable goals. I’m deeply grateful to be doing work I love, helping others move toward a more secure, confident future. To those who’ve supported me along the way, thank you. I hope I can return the favor.
If this sounds like the kind of financial planning relationship you’re looking for, let’s talk. There’s no pressure and no obligation, just a conversation. You can schedule a meeting using the link below.
It’s good to have a plan, and someone to talk to with the knowledge and resources to help. I’m here for you.
Important Disclosure Information: This blog is published by Prosperity Financial Planning LLC, a registered investment adviser with the state of Florida. Registration does not imply a certain level of skill or training.
General Information Only: The content provided is for general informational and educational purposes only and should not be considered personalized investment advice. Nothing contained in this blog constitutes a solicitation, recommendation, or offer to buy or sell any securities or other financial instruments.
No Investment Advice: This content does not constitute investment advice and should not be relied upon as such. Any investment decisions should be made only after consulting with qualified financial professionals. Past performance does not guarantee future results.
No Warranties: While we strive to provide accurate information, we make no representations regarding the accuracy, completeness, or timeliness of the content. We do not endorse third-party information and are not responsible for external websites or resources.
Risks and Relationships: All investments involve risk of loss. Reading this blog does not create an advisory relationship with Prosperity Financial Planning. Advisory relationships are established only through execution of a formal investment advisory agreement.
For more information about our services and important disclosures, please refer to our Form ADV Part 2A, available upon request or at www.adviserinfo.sec.gov.
Contact Information Prosperity Financial Planning LLC, Celebration, Florida. elizabeth@prosperityfinancialplanning.com