Elizabeth Plot, CFP®, AFC® Ballast Point Financial Planning

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About Elizabeth Plot, CFP®, AFC®, ChFC®

Liz Plot is a Certified Financial Planner®, Chartered Financial Consultant®, and an Accredited Financial Counselor®.

Liz enjoys helping clients identify their goals and coming up with actionable steps to achieve their dreams. She is happy to be a part of the Ballast Point Financial Planning team and looks forward to continuing to make a positive, lasting difference in people’s lives.

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Ideal Clients

  • Cash Flow/Budgeting
  • Coronavirus Relief
  • Gen Y/Millennials
  • Military & Veterans
  • Spanish Speaking

Ways Advisor Charges

  • Monthly Fee

Fee Options

  • Monthly Fee: $199+/mo

SEC Records

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