Executives
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Retirees or Seniors
Women & Female Leaders
Major Milestones I Specialize In
Early Retirement or Financial Independence
End of Life and Legacy Planning
Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
We believe that the best way to serve clients is to make their needs our primary focus. As a fiduciary, our clients have the peace of mind that comes from knowing that all decisions regarding their future are made solely based on their best interests. This client-centric approach enables us to stay focused on what's important: creating and maintaining long-lasting and rewarding relationships. Making sure you have the right plan in place for your future is often a route filled with detours and obstacles. One small choice may impact other big decisions further down the road. Prosperity Wealth Planning is in the business of taking the complexities out of financial planning and making it easy to understand. We believe that trust comes through being transparent. Our advice is provided in clear, easy-to-understand language, intended to give you a sense of ownership in the process and a clear understanding of how you are doing. We know there is a real sense of accomplishment that comes from achieving your goals. The opportunity to share that joyful feeling is a big reason why we do what we do. Your progress is our progress. Our goal is to help you achieve your goals.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.