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Supercharge Your Finances


Supercharge Your Finances: Episode 8 - September 24, 2024 Thumbnail

Supercharge Your Finances: Episode 8 - September 24, 2024

Welcome to Episode 8 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 Associate Financial Planner, Jordan Bromley, CFP®, and Financial Planning Analyst, Ava Pompay, discussing "The Impact of Rate Cuts on Your Portfolio."

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Supercharge Your Finances: Episode 7 - August 22, 2024 Thumbnail

Supercharge Your Finances: Episode 7 - August 22, 2024

Welcome to Episode 7 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 Associate Financial Planner, Jordan Bromley, CFP®, discussing "Three Steps to Surviving Market Volatility."

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Supercharge Your Finances: Episode 6 - July 31, 2024 Thumbnail

Supercharge Your Finances: Episode 6 - July 31, 2024

Welcome to Episode 6 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 new Associate Financial Planner, Jordan Bromley, CFP®, and Financial Analyst, Ava Pompay, discussing "Why Choose a Certified Financial Planner®"?

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