Your Journey with PRospera
We don’t just offer financial advice—we build lasting partnerships.
At Prospera Financial, we believe great financial planning begins with a clear understanding of who you are, where you’ve been, and where you’d like to go. Our new client journey is designed to guide you through a series of three purposeful meetings: to get to know you and your goals, build a personalized financial plan, and put thoughtful strategies into action.
Along the way, we’ll provide helpful questionnaires and resources to support you—from day one to every step forward. This process is all about helping you feel confident and clear as we shape a plan that reflects your values, priorities, and vision for the future.
Discovery Meeting
We begin with an honest conversation to understand your goals, values, and financial background. Driven by your priorities and your personal risk profile, this meeting is fully focused on understanding you. We'll provide you with a full summary of our meeting along with copies of your personal risk profile and Your Story, Your Strategy responses.
Financial Review Meeting
In this second of three meetings, the focus is on creating your baseline plan and inventory of all of your financial resources. We'll share with you a meeting summary and a complete set of Personal Financial Statements, providing a clear snapshot of your entire personal economy.
Strategy Implementation Meeting
In the third meeting, we bring together all of the information from our first two meetings, lay out our findings and recommendations and begin the implementation process. This meeting aligns your strategy with your priorities and financial resources to support your financial and retirement goals. You'll receive a full summary of our meeting and recommendations to make sure you're making informed decisions and have confidence in the rationale for your personalized strategy.
Ongoing Service Model
Planning doesn’t stop at onboarding. We meet regularly with our clients:
- Semi-Annual Meetings: In person or virtual check-ins
- Annual Plan Updates: Comprehensive plan review
- Mid-Year Check-Ins: Adjustments based on life changes
- Ongoing Investment Oversight: Regular rebalancing and monitoring
We help you build your financial future—together.