Meet Elizabeth Plot

 

We’re excited to introduce you to the always interesting and insightful Elizabeth Plot. We hope you’ll enjoy our conversation with Elizabeth below.

Hi Elizabeth, thanks for sharing your insights with our community today. Part of your success, no doubt, is due to your work ethic and so we’d love if you could open up about where you got your work ethic from?

My parents. They moved to this country from Mexico and worked hard to become citizens, ensuring that my brothers and I had opportunities they didn’t have. I saw how hard they worked to put food on the table, and it made me want to do my best so that one day I could take care of them, and they wouldn’t have to work as hard.

Let’s take a small detour – maybe you can share a bit about yourself before we dive back into some of the other questions we had for you?

I help women and first generation individuals and families make financial decisions that they feel good about and be confident that those choices will prepare them for the future. What excites me most about my work is the opportunity to empower others with financial knowledge and help them build a secure financial future. I understand how overwhelming it can be to make financial decisions without the right resources, and that’s why my mission with my company is to help people gain the confidence and peace of mind that comes from making informed financial choices.

Looking back, what do you think were the three qualities, skills, or areas of knowledge that were most impactful in your journey? What advice do you have for folks who are early in their journey in terms of how they can best develop or improve on these?

Looking back, the three qualities that were most impactful in my journey were learning to listen to others as a financial counselor, becoming comfortable with discomfort, especially when it came to learning things I initially thought were out of reach (like taxes) and asking for help. For those early in their journey, I recommend embracing the discomfort of learning new things and asking for help when needed—it’s okay to not have all the answers right away.

Before we go, any advice you can share with people who are feeling overwhelmed?

When I feel overwhelmed, I focus on taking things one step at a time. Instead of trying to accomplish everything at once, I prioritize and tackle one item at a time, breaking things down into manageable tasks. My advice is to stay focused on the immediate next step, and not get lost in the bigger picture. Sometimes, progress is about small, steady actions rather than trying to do it all at once.

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