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Welcome to Episode 27 of Prosperity Wealth Planning's educational series, "Supercharge Your Finances." We believe that the more informed our clients are, the more effectively we will work together to help you achieve your financial goals. In this episode, Carolanne Chavanne, CFP®, is joined by Jordan Bromley, CFP®, Ava Pompay, CFP®, and Easton Price, CFP®, CDFA®, to explore the meaning of legacy and why it extends far beyond estate documents and financial assets. Together, they discuss how legacy planning helps families preserve their values, stories, traditions, and the lessons they want future generations to carry forward.

Welcome to Episode 26 of Prosperity Wealth Planning's educational series, "Supercharge Your Finances." We believe that the more informed our clients are, the more effectively we will work together to help you achieve your financial goals. In this episode, Carolanne Chavanne, CFP®, is joined by Ava Pompay, CFP®, Jordan Bromley, CFP®, and Easton Price, CFP®, CDFA®, to share real-life examples from this year's Spring Planning Sessions that highlight the value of ongoing financial planning.

Welcome to Episode 22 of Prosperity Wealth Planning's educational series, "Supercharge Your Finances." We believe that the more informed our clients are, the more effectively we will work together to help you achieve your financial goals. In this episode, Carolanne Chavanne, CFP®, our Lead Planner, and Ava Pompay are joined by somatic relationship coach Laurie James to explore how nervous system awareness can transform the way couples talk about finances.

Welcome to Episode 20 of Prosperity Wealth Planning's educational series, "Supercharge Your Finances." We believe that the more informed our clients are, the more effectively we will work together to help you achieve your financial goals. In this episode, our Lead Planner, Carolanne Chavanne, CFP®, is joined by our Financial Planner, Jordan Bromley, CFP®, and Financial Planning Analyst, Ava Pompay to present our Gift Guide: Top Five Picks. This guide offers a collection of thoughtful and practical ideas for giving.

In this video, we discuss the importance of the marital balance sheet in the context of divorce, highlighting how it serves as a comprehensive summary of a couple's net worth, including assets, liabilities, and the distinction between community and separate property. If you have any questions after watching, please feel free to reach out to us at info@prosperitywealthplanning.com.

In this video, we explore the importance of estate and legacy planning, explaining what it involves and why it’s essential for anyone with assets or a family. We also delve into legacy planning, emphasizing how it encompasses values and memories we wish to pass down, not just financial assets. If you have any questions after watching, please feel free to reach out to us at info@prosperitywealthplanning.com.

Welcome to Episode 18 of Prosperity Wealth Planning's educational series, "Supercharge Your Finances." We believe that the more informed our clients are, the more effectively we will work together to help you achieve your financial goals. In this episode, Carolanne Chavanne, CFP®, and Jordan Bromley, CFP® sits down with Josh Bromley, Esq., an estate planning attorney, to explore the important topic of Estate and Legacy Planning. Together, they’ll be diving into the ins and outs of estate and legacy planning and what you need to know when creating or reviewing your estate documents.

Welcome to Episode 17 of Prosperity Wealth Planning's educational series, "Supercharge Your Finances." We believe that the more informed our clients are, the more effectively we will work together to help you achieve your financial goals. In today’s episode, our Lead Planner, Carolanne Chavanne, CFP®, and Financial Planner, Easton Price, CFP®, CDFA®, are joined by special guest Ryan Law. Ryan is a professor at Utah Valley University and director of the award-winning Money Success Center. Together, they’ll explore this month’s timely topic, "Navigating Student Loan Changes".

Welcome to Episode 15 of Prosperity Wealth Planning's educational series, "Supercharge Your Finances." We believe that the more informed our clients are, the more effectively we will work together to help you achieve your financial goals. Today's episode features our Lead Planner, Carolanne Chavanne, CFP®, joined by our special guest speaker Lora Fisher discussing this month's topic, "Vacation Planning". Lora is a Santa Barbara, California based travel advisor who specializes in curating unforgettable experiences that go beyond destinations.

Episode 3 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Planning for the Costs of College." In this segment, Carolanne focuses on the topic of Am I Saving Enough?

Episode 3 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Planning for the Costs of College." In this segment, Carolanne focuses on the topic of The Financial Aid Process.

Episode 3 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Planning for the Costs of College." In this segment, Carolanne focuses on the topic of College Savings Choices.

Episode 3 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Planning for the Costs of College." In this segment, Carolanne focuses on the topic of Grants,Scholarships, and Loans.

Shopping online is convenient and easy—and it can save you money. Get ready to save with the top 4 apps that can help you get a better deal.

If you’ve accidentally deleted or misplaced a financial document, then you already understand the importance of backing up crucial files.

Make your meal prepping routine cost-effective and fun with these 5 helpful tips.