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
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.
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.