You Determine the Financial Destination
We’ll Build a Roadmap to Get You There
Set the GPS for Your Financial Goals
Setting your financial goals can be a daunting task. How do you know when you have enough money to retire? What about the costs of sending your children or grandchildren to college? How about your legacy? There are so many questions, and they can all be overwhelming. We work with you to understand your goals and wishes and guide you toward achieving them..
Plan the Route
A comprehensive financial plan is the first step on your journey toward financial security. Our planners meet with you to understand your financial goals, determine your current financial circumstances, and develop a plan to help you reach those goals. These plans also consider tax strategies, estate planning, insurance analysis, retirement planning, and a review of employer benefits, where needed.
Leave the Driving to Us
Life doesn’t always follow the plan. New situations arise, priorities change, and decisions have to be made. We work to help simplify these adjustments. Our planners generally will meet with you twice per year in what we call Prosperity Planning Sessions to review every aspect of the financial environment, and to make adjustments where needed.
Our Core Values
Client-Focused
We believe that the best way to serve clients is to make their needs our primary focus. As a fiduciary, our clients have the peace of mind that comes from knowing that all decisions regarding their future are made solely based on their best interests. This client-centric approach enables us to stay focused on what's important: creating and maintaining long-lasting and rewarding relationships.
Simplicity
Making sure you have the right plan is often a route filled with detours and obstacles. One small choice may impact other big decisions further down the road. Prosperity Wealth Planning is in the business of taking the complexities out of financial planning and making it easy to understand.
Transparency
We believe that trust comes through being transparent. Our advice is provided in clear, easy-to-understand language, intended to give you a sense of ownership in the process and a clear understanding of how we are doing.
Progress
There is a real sense of accomplishment that comes from achieving your goals. The opportunity to share that joyful feeling is a big reason why we do what we do. Your progress is our progress. Our goal is to help you achieve your goals.
What Our Clients Are Saying...
This is an unpaid testimonial by a current client. Prosperity selected the client to provide a testimonial.
Technology
We use technology to help make the complicated simple by providing you with easy-to-use interfaces, portfolio modeling, and access to real-time account information.
As part of our mission to educate our clients on all things financial, Supercharge Your Finances is a podcast aimed at addressing important financial themes on a timely basis.
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Frequently Asked Questions
Our typical client profile: You're smart with your money, a good saver, and looking to balance living a good life today with keeping one eye on tomorrow and your future. You have at least $500,000 to invest and, rather than trying to do this all by yourself, you'd prefer to use your time actually living and enjoying the present. You're OK with delegating the detailed financial work to an expert who can help lead the way to achieve those financial goals.
Yes, we are. And we wouldn't have it any other way.
"Fiduciary" simply means that we have an ethical obligation to always act in your best interests and to always place your best interests before our own. Fiduciary also means that we must provide financial advice that is sound, accurate, and free from conflicts of interest. Furthermore, fiduciaries are required to disclose any potential conflicts of interest to you and must strive to transact on your behalf in a manner that is as efficient and as low-cost as possible.
As fiduciaries (see previous), we are prohibited from selling any products or accepting any commissions. Our compensation is based solely on an annual advisory fee calculated as a percentage of the portfolio on which we are providing advice. Or, if you are working with us only to develop a comprehensive financial plan (I.e., no active management of investments/portfolio), a flat fee based on the complexity of your financial plan.