You’ve Found the Recipe to Smarter Financial Planning for Restaurant Pros.

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.

Flexible, expert personal financial advice from a flat-fee planner.

• Ongoing full financial planning services with or without investment management

Fees

• Tier 1: flat fee of $1,500 per quarter ($6,000 annually) for advice-only (no investment management).

• Tier 2: flat fee of $2,000 per quarter ($8,000 annually) for advice and investment management for non-complex Client situations.

• Tier 3: flat fee of $2,500 per quarter ($10,000 annually) for advice and investment management for complex Client situations. (Complex Client situations typically can include any of the following: small business ownership, real estate investments, corporate stock ownership, multiple income streams, high-income tax planning, asset division, tax loss harvesting, etc.)

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.

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