Broker Check

Our Integrated Approach

Understanding Your Values

At Prosperity Financial Planning, our integrated approach to wealth management and retirement planning begins with an in-depth discovery process during our first complimentary meeting. As a team that values lasting relationships, we take the time to sit down with you and explore your personal values. We want to understand your reasons for wanting to enhance your financial standing and your underlying motivations for the financial decisions you make, so we can align our recommendations in support of what you value most.

Clarifying Your Goals and Objectives

Clarifying Your Goals and Objectives

No matter what stage of life you’re currently in, you need a plan for today and whatever comes next. Your experienced financial planner or CERTIFIED FINANCIAL PLANNER™ will work with you one-on-one to identify, clarify and prioritize your financial goals. Your goals are unique to you and will often change over time as new challenges, opportunities and circumstances arise. This is why we at Prosperity Financial Planning take an integrated approach, allowing us to tailor financial strategies, tools and recommendations to suit your changing needs throughout your lifetime.

Determining Where You Are Today

Determining Where You Are Today

Just as any journey begins from your current location, your financial journey starts with determining where you are financially today, which we’ll discuss and explore in your first complimentary session. So that your financial planner can develop a personalized plan from the start, it’s helpful to share information on your existing accounts, income, expenses, statements, assets and any current insurance policies. The more you share with us, the more detailed and precise we can be with our recommendations and the design of your personalized financial plan.

Integrated Solutions for Every Life Stage

Life will carry you through many changes and transitions, especially as you move from one life stage to the next. We take an integrated approach to developing needs-based financial solutions to help you pursue your goals at every life stage.

Young Professionals

Career-Focused Wealth Building


Work-Optional & Retirement

Delivering Personalized Financial Solutions

Delivering Personalized Financial Solutions

Over the years, the financial professionals at Prosperity Financial Planning’s Boston, MA-area location have honed a highly effective process and approach to financial planning and wealth management. The output of this process is a highly personalized, integrated financial solution, typically based on the Advanced Time Segmentation strategy. But, we don’t stop with simply designing your personalized financial plan. We’ll be there as a trusted partner to help you implement, monitor and adjust your plan over the years. We’re dedicated to delivering integrated, personalized financial solutions for life.

Our Services

We offer a wide range of financial and retirement planning, wealth & investment management services, all designed to integrate into seamless, comprehensive financial solutions for life.

Explore Services

Contact Us

Ready to take the next step or want to learn more about Prosperity Financial Planning? We’re here to help! Reach out to us with your questions or to schedule your complimentary consultation.

Contact Us Today

Our Team

Prosperity Financial Planning boasts a versatile team of experienced, educated and genuinely caring financial advisors and planners. Let us help you pursue your financial and retirement goals.

Meet the Team