Elizabeth Plot, CFP®, ChFC®, AFC®, EA
Founder and Financial Planner
Hi, I’m Liz and I’m a fee-only financial planner. I started Primas Financial Planning to help individuals make financial decisions they feel good about and be confident that those choices will prepare them for the future.
As the first in my family to graduate from college, I had to navigate a lot of firsts out of necessity, not choice. Like most of my clients, I didn’t learn about personal finance in school, and I’ve had to make decisions based on the information that was available to me. I’ve been fortunate to have accumulated knowledge through various sources. Some of my financial planning knowledge comes from school and work but a lot of lessons were learned from friends, family, my military community, and by making many, many mistakes. I recognize that not everyone is fortunate enough to have this wealth of knowledge at their fingertips and my goal with Primas FP is to help others have the same financial security and peace of mind.
I’m a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Accredited Financial Counselor and Enrolled Agent. I’ve been working with clients for over 15 years helping them achieve their goals and build their wealth. First and foremost, I’m a fiduciary which means I’ll always put your interests first.
I’ve lived in 9 states and 4 countries and I’ll be joining you virtually from Maryland, but I work with clients all over the United States. When I’m not listening to financial planning podcasts and delighting my husband and daughters with tax lectures, you can find me hiking, kickboxing, trying not kill the plants in my garden and volunteering in my community.
I'm looking forward to hearing your life's story. Let's meet!
Liz at Half Dome, Yosemite National Park
Where does the name Primas Financial Planning come from?
Liz at her prima's quinceañera in Chicago
As the daughter of immigrants, the theme that was consistent in my life was that there would always be unknowns. My parents didn’t grow up in this country so they couldn’t tell me what to expect in middle school, high school, college, etc. So, what’s a first gen, oldest in the family kid to do when you have questions? Well, you ask your primos and primas (cousins) for help of course! They could speak English and were always willing to help you navigate whatever life was throwing at you.
But what happens when you’re an adult and you have a question about your equity compensation that your prima can’t help you with? Or worse, you don’t want to ask because you’re afraid you’ll be told that you should already know what type of life insurance to get or what a tax deduction is or what is this IRA everyone keeps talking about? At Primas FP, there is no such thing as a dumb question, and you’ll receive clear guidance without shame or guilt.
Most importantly, now that my daughters are primas themselves, I hope they will serve as resources and judgement-free zones for their cousins throughout their lives.
The Mighty Hibiscus Flower
Our home growing up was no stranger to the hibiscus flower. We frequently drank agua de Jamaica (hibiscus tea) and as a child, I assumed it was a drink that originated in México (my parents insist all great things come from México).
I later learned that many cultures drink a variation of this tea and that it is in fact, very popular all over the world. I loved the idea of a flower that evokes joy and comfort to so many being the symbol that welcomed our clients to our firm.