Why I Open My Financial Planning Software to Everyone
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. Start Building Your Prosperity Plan Today!
In the world of financial planning, most advisors take a guarded approach to their tools. Access to the software they use to create plans, analyze investments, and run projections is typically locked behind scheduled meetings, contracts, or onboarding calls. In many cases, the tools themselves are kept completely off-limits unless you commit to working with the advisor one-on-one.
I believe that model is broken, and it puts unnecessary barriers in front of people who are ready to take control of their finances.
That’s why I’ve chosen to open access to my financial planning software to anyone who wants to start. Whether you’re ready to work with a financial planner or you simply want to explore your finances independently, I believe you should have the ability to begin building your plan when you decide the time is right.
This decision comes from years of working with family and friends who were motivated to take action but felt stuck waiting for permission. Maybe they didn’t know what questions to ask. Maybe they didn’t feel ready for a full commitment. Or maybe they just needed to see what a financial plan actually looks like before they could envision their future clearly.
When you use my platform, you gain access to the same professional-grade software I use with clients every day. You can explore your goals, run scenarios, project retirement income, and organize your financial life—all in one place. And you can do it without pressure, deadlines, or the need to talk to anyone unless you want to.
Of course, I’m here if you need help. Once you’ve created your account, you’ll have the option to schedule a consultation at any point in the process. If you’re unsure how to structure your plan or want a second opinion, I’ll be ready with guidance. But you don’t have to wait for that moment to get started.
Financial planning isn’t just for the wealthy. It’s not just for people nearing retirement. And it’s certainly not something that should be hidden behind a financial advisor paywall. Your future belongs to you, and the sooner you start engaging with it, the better. I don’t believe in making you jump through hoops or proving your worth before I hand you the tools. You already have what it takes, you just need a place to begin.
So if you’ve been waiting for the “right time,” let this be it. Set up your account, take a look around, and start building the financial plan that supports the life you want to live. Whether you go it alone or invite me in to help along the way, you’re welcome here.
The door is open. All you have to do is step through it.
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Contact Information Prosperity Financial Planning LLC, Celebration, Florida. elizabeth@prosperityfinancialplanning.com