1. Book an appointment
Start your financial journey by talking with an advisor at Prosperity. We can set up an appointment over a phone or in person. It’s free of charge.
2. First consultation
We’ll ask you some questions to discover your situation and needs. Then, we’ll tell you how we can help you overcome your challenges. You can question us too.
3. Financial planning
We show you a personalized action plan and quote our fees. This plan is designed specially for you, and it can be modified according to your suggestions.
4. Implement the plan
We start working on your financial challenges within the timeline we agree on. We also offer ongoing services depending on your circumstances.