Today, we welcome Liz Plot, a fellow MFAA member to the podcast. She now runs her own RIA, Primas Financial Planning but as she shares in this episode, that was a long and winding journey to get there. And she certainly is surprised to be an entrepreneur. Liz talks about her learning growth over time, getting the professional education, volunteering thousands of hours that built her experience, and working in a small RIA. I was grateful for her sharing about how she knew it was time for the next act and the personal discovery process she used in that. We also talk about some of the ways in which she does financial planning for her younger clients, how she empowers them to graduate from financial planning if they want, and meeting clients where they are at. Liz shares a common theme of advice on this podcast about having realistic expectations and the challenge of being patient with some lessons only being learned over time. Whether you are a fellow military spouse, career changer, or wanting to make an impact in the world like Liz, this episode will have something for you!
14 Years Of Serving Military Clients And Building An Ensemble Financial Planning and Tax Preparation Firm with Curt Sheldon
I’m excited to welcome Curt Sheldon on the podcast today. He is the founder of C. L. Sheldon and Company, a flat-fee RIA focused on