You clicked on WHAT
but we like to start
with WHY.

Financial Planning and Life Coaching are at the core of what we do. 
What we get started on is up to you.

 

As a Fee-Only firm we're able to put our focus not on WHAT we are able to sell, but solutions that fulfill WHY you are planning.

The SIX PILLARS of PROSPERITY

The Foundations of our Process
Our critical pillars in helping you establish a lasting understanding of your choices, actions and potential outcomes of your planning.

 

Purpose •  Establishing new relationships with clients, family, advisors and associates and defining expectations of roles.
 

Goals • We establish goals and reach an understanding of your expectations. We gather data to provide us with an accurate understanding of your starting point.
 

Analysis • We account for your goals and narrow down your options based on what your situation may allow for alignment.
 

Modeling • You’re going to want to see what we’re talking about. We want you to be educated in your options. Our tools allow you to test some of your own scenarios too.
 

Implementation • Implementing a plan happens after you’re excited about your decisions. We understand that the process thereafter is less exciting but we work to respect your time and your advisors to get your planning elements in place in a timely manner.
 

Management • Planning is an ever evolving process and with deliberate follow through and management,you can rest easier that your plan is evolving along with you and with the economic environment.

At Any and Every Stage,
Let's Plan for Prosperity
  • Accumulation Strategy

  • Budget Planning

  • Retirement Preparedness

  • Income Management

  • Lifestyle Management

  • Generational Wealth Planning

  • Family Constitution Facilitation

  • Ongoing Management and Resources

  • Advisor Review and Coordination

If WHAT we do may be of help
PLEASE TELL US HOW
HOURS & LOCATION
Location

231 S Phillips Ave, Suite 203

Sioux Falls, SD  57104
agathaj@prosperityconsulting.net

 

Tel: 605-275-9181

Fax: 605-275-9182

 

405 8th Ave NW, Ste 302

Aberdeen, SD  57401

Tel: 605-262-0308

Fax: 605-262-0547

Hours

Anyday - Everyday 

Being a boutique firm, our office times can vary as we're focusing on our clients' needs. Please call ahead.

 

Where and as you need us

by Appointment

© 2015 by Prosperity Wealth Management    >>>     Call us: 605-275-9181      

All written content on this site is for information purposes only.  Opinions expressed herein are solely those of Prosperity Wealth Management, LLC and our editorial staff.  Prosperity Wealth Management, LLC is a Registered Investment Advisor in the State of  South Dakota. (Registration does not imply a certain level of skill or training) Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual adviser prior to implementation  The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of South Dakota or where otherwise legally permitted.