At Prosperitas Financial, we take a multi-step approach to helping our clients achieve financial success….. and it all starts with listening. By listening to our clients and looking at things from their perspective, we gain a better understanding of their specific needs and objectives. During this initial phase, we help our clients explore their financial dreams and clearly define their goals for the future.
With this comprehensive understanding of our clients goals and objectives, our team of advisors is able to work with our clients to design a holistic financial plan specifically tailored to their unique circumstances. This plan includes everything from budget analysis, debt management, investment analysis and advice, business consulting and succession planning, insurance and risk mitigation, tax planning, trust and estate planning, retirement planning, and preparation for future expenditures, including education, asset purchases, or events, such as a wedding, graduation, or the birth of a new child or grandchild.
The next step is implementation. It is great that we have a written financial plan, but a written plan is worthless if you fail to see it through. This is why we work with our clients and our team to create a list of short-term, mid-term, and long-term action steps to make sure we are properly executing the plan and everyone is staying on task and on target to keep our clients moving closer and closer to their goals.
The fourth step, which is often overlooked, is the ongoing monitoring of their financial plan. If there is one thing that is certain, over time, things will change. Financial planning and wealth management is not a one time event. It is an ongoing process of updating and adjusting your plan as circumstances in your life may change, as well as updating your investment strategy as the economic and financial environment may change. At Prosperitas Financial, we want to be there every step of the way, making sure your plan is flexible and that it keeps pace with the changes in your life and the world around you.
The final step and the one we enjoy the most, is seeing you reach your destination. This is the reason we come to work every day. We want nothing more than to be there when you finally accomplish your goals so we can celebrate your success.