You’ve Found the Recipe to Smarter Financial Planning for Restaurant Pros.
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Elizabeth’s walked a mile in your slip-resistant shoes!
After spending years at both Darden Restaurants and Bloomin’ Brands, Elizabeth has learned the in’s and out’s of what is special about this industry…and about what can help restaurateurs make some traction on their personal finances.
Driven by a passion to serve, Elizabeth went back to school (literally) and then dedicated more than 6,000 hours gaining her CFP® credential and building the expertise needed to support and empower her fellow industry professionals.
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Flexible, expert personal financial advice from a fee-only planner. The delivery methods?
Ongoing full financial planning services
Limited engagement services
Fees based on any of these options:
Hourly
Subscription (monthly)
Assets under advisement
All of these include a financial plan to highlight opportunities for you to build and protect your wealth.
For more details, please see Form ADV Part 2A in the footer below.
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Use these tools with no further obligation. If Elizabeth can help you get through the weeds, tackle a problem or craft a customized financial plan just for you, please reach out.
Restaurant Blogs and Insights: https://www.prosperityfinancialplanning.com/prosperity-insights
Useful materials: https://www.prosperityfinancialplanning.com/useful-materials