Financial Planning

We understand money matters. It's just not all that matters.

Create a roadmap toward your goals that can and will curve and change as your life does.

Use the power of your resources to build an extraordinary life

Our ongoing financial planning subscriptions are ideal for motivated families and individuals who want a custom strategy that clearly defines the best way to use financial resources to live in alignment with their values. The comprehensive nature of our financial planning process looks to connect all areas of your life - financial and otherwise. Everyone has their own story and the financial planning we do for you should reflect that. We have created three tiers for financial planning to suit the unique nature of each family or individual.

Are you looking for guidance in these areas?

Budgeting & Cash Flow

You may be asking:

- Am I spending on what matters most to me?

Debt Management

You may be asking:

- Should I pay down debt or increase retirement savings?

Goal Coaching

You may be asking:

- What do I want more of in my life?

- What can I remove for more peace of mind?

Insurance Management

You may be asking:

- How much insurance is too much?

- Are my existing policies right for me?

Retirement Planning

You may be asking:

- How much money do I need?

- What does my lifestyle look like in the future?

Housing &
Big Purchases

You may be asking:

- I want to buy a new home. What can I afford?

- Do I have a big enough down payment?

Investment Strategy

You may be asking:

- Am I paying too much?

- Am I taking too much risk? Or not enough?

Education Planning

You may be asking:

- What are my options for college savings?

- Should we stop retirement savings for fund this?

Career Decisions

You may be asking:

- Can I afford to make a change?

- Would I be able to earn less for awhile? 

Taxes & Estate Planning

You may be asking:

- Do I need to consider a trust?

- Are my current accounts increasing/decreasing my tax liability?

Career Decisions

You may be asking:

- Can I afford to make a change?

- Would I be able to earn less for awhile? 

Taxes & Estate Planning

You may be asking:

- Do I need to consider a trust?

- Are my current accounts increasing/decreasing my tax liability?

Our team can help lay out all your options.

How We Help

Process Overview

Our process is thorough, detailed, and technical, but our approach is guided by being accessible, compassionate, honest, and understanding of what it means to be human in a complex world.

We ask the hard questions to help our clients define their unique version of success, recognize our money patterns both healthy and unhealthy, get in the mindset of appreciation versus scarcity and approach changing seasons of life with confidence and optimism.

What's Included:

Financial Literacy & Lifestyle Coaching
A Custom & Comprehensive Financial Plan

This will serve as your financial roadmap with adaptability to change as frequently as you do. Plan also includes interactive scenarios that we share on-screen to explain outcomes and a summary of our recommendations, along with a checklist of your action items. Each time we meet, you will leave knowing exactly what to do next to move forward with your plan.

Personal Finance Tracking Software

Online access to your personal financial planning tool, eMoney.

A Dedicated Team Who Gets to Know You

During the first year, we will meet at least four times. We start every engagement with a deep dive into your why to understand your relationship with the six elements of wealth and how you make decisions. We'll work together to use your many resources in the most strategic and mindful way possible. You will also have unlimited access to your advisors via email.

Ongoing Support & Communication

We're here for you whenever plans changes or questions arise.

Educational Content

Stay in-the-know with tailored email newsletters, articles, podcast episodes, seminars, and other resources.

Cost

We offer three tiers of our financial planning subscription service, based on your unique needs. Pricing begins at $230/month with a $1,000 start-up fee.

Ready to get started?

Contact us today to schedule your 30-minute free initial call. We'll discuss how we can help you with your financial planning needs and if we're a good fit for you.

Financial Planning

Use the below form to contact the Prosperity Wealth Management team. We try to respond to all online requests within one business day.