We believe that financial planning is the key to a positive, satisfying future, where “hoped for” turns into "successfully achieved”
Comprehensive Financial Planning and Investment Management
We start with a detailed analysis of your current financial situation to define your starting point. Next, we work closely with you to define and prioritize your financial goals. Once we know where you are and where you want to be financially, we take that information and consolidate it into your own customized plan, including the steps you’ll need to take. In addition, your financial plan includes a comprehensive investment strategy designed to support your goals. To make sure we stay on track, we hold individual meetings called Prosperity Planning Sessions. These sessions allow us to review your current financial situation and make adjustments as indicated by changes to your goals, the economic environment or other unforeseen circumstances.
Comprehensive Financial Planning
You feel like you want to manage your own investments but would like some help planning out and defining your financial future. We will meet with you to determine your current financial situation and examine potential areas of opportunity and challenges. We’ll ask you to describe what’s important to you, and what you hope to accomplish, to help prioritize your goals. We’ll present you with your own detailed, specific, and actionable financial plan that includes clear direction on the steps to take, and when to take them.
Financial Planning is available for a flat fee ranging from $1,500.00 to $3,500.00, depending on plan complexity.
Legacy Planning Services
Our Legacy Planning Program helps bring clarity and purpose to your estate plan, so your wealth and values are passed on exactly as you intend. Together, we uncover what you truly want your legacy to achieve, ensure your plan reflects those wishes, and identify any gaps before they create future challenges. We also open the lines of communication between you, your trustees, and your beneficiaries so they have a clear understanding of your wishes and their duties, to prevent unwanted surprises. Most importantly, we help prepare your heirs to confidently inherit and steward your legacy, turning careful planning today into lasting peace of mind for your family tomorrow.
Divorce Planning Services
Our Divorce Planning Service provides you with clarity, control, confidence, and continuity during one of life’s most overwhelming transitions. Together, we organize your financial life, model settlement options, and illuminate the tax and cash-flow implications behind each decision, so you aren’t guessing, reacting, or negotiating blindly. Beyond numbers, we serve as your thinking partner, helping you stay grounded, protect your children’s stability, and make decisions aligned with your long-term future, not temporary emotions, or pressure. As appropriate, we collaborate with your legal team to ensure your financial interests are represented with accuracy and strategy. We bring structure to a process that often feels chaotic and unpredictable. Most importantly, we help you step into your next chapter with strength and peace of mind. When the financial noise quiets and the paperwork settles, you walk away with more than a settlement; you walk away with a plan you understand, a future you’re confident in, and the power to rebuild on your terms.
Divorce Planning services are available at an hourly rate between $325 and $450 per hour, depending on complexity.
Investment Management
| Annual Fee | Total Assets Under Management |
|---|---|
| 0.50% | $2,000,000 + |
| 0.75% | $1,000,000 - $1,999,999 |
| 1.00% | $500,000 - $999,999 |
| 1.25% | $250,000 - $499,999 |
| 2.00% | $0 - $249,999 |
Service Fees
Prosperity Wealth Planning generally requires a household minimum of $1,000,000 for any of our services. In some instances, the minimum is negotiable. Investment fees are billed quarterly based on the total value of assets under management.