Your Path to Prosperity

The Prosperity Planning Blueprint™ is a structured process that uncovers financial obstacles and opportunities. Here’s how it works.

• Data gathering: It’s all about you

  Your hopes and dreams. Your worries. What keeps you up at night. We collect your facts and figures, including important details that are often overlooked. We go above and beyond, taking time to understand your personal financial story and values.

• Financial Preview: Bringing your numbers to life

  Together we look at scenarios to envision your future. Our process is highly interactive and visual. What if you retire sooner? Or buy a second home? What happens if markets take a sudden decline? By looking at the possibilities, you can focus on the things you can control—like how much to save or spend, and how to invest wisely. You can have confidence that your financial plan is sustainable, even in a world of uncertainty.

• Recommendations: We put it in writing

  Talk is cheap, but documentation is indispensable. Your Prosperity Planning Blueprint™ summarizes your facts and figures along with the recommendations created just for you. This helps ensure your finances are organized, coordinated, and maximized to meet your most important goals. Your Blueprint is a living document that is updated regularly, so it also serves as an essential reference for you or your loved ones in case of an emergency.

• Implementation: Making it happen

  We guide you every step of the way in implementing your plan. This includes fine-tuning your investment strategy, updating beneficiaries, and much more. We also proactively collaborate with other professionals to update wills and trusts, refinance mortgages, plug insurance gaps, and implement tax-saving strategies.

• Monitoring: Proactive Updates

  An effective plan needs to keep up with a changing economy and life events. We monitor your investments, track your progress, meet with you regularly, and keep your Prosperity Planning Blueprint™ up to date. You also have unlimited access to a CFP® professional for any financial question that arises.