STEP :1
DISCOVERY
- Discuss your current plan and goals.
- Review the Prosperity Financial Solutions Planning Process.
- Identity your ideal strategy.
STEP 2:
INTRODUCE A STRATEGY
- Align the PFS Planning Process to your priorities.
- Determine if we are a good fit based on your financial objectives.
- Schedule implementation meeting.
STEP 3:
IMPLEMENT STRATEGY
- Review recommendations and address questions.
- Set up appropriate accounts and necessary funding.
- Addressing additional planning concerns and approaches.
STEP 4:
PROVIDE CUSTOM PROSPERITY
RETIREMENT PLAN + q&a
- Presentation of bound custom Prosperity Plan.
- Provide online login information to accounts.
- Address any additional questions or concerns.
STEP 5:
ON-GOING PROGRESS REVIEWS
- Review accounts on a regular basis.
- Adjust plan based on life changes and plan performance.
DOWNLOAD OUR COMPLIMENTARY
CLIENT EXPERIENCE BROCHURE
We know that other advisors might only focus on a few key aspects of your retirement, but we want you to have an all-inclusive plan. To do this for our clients is what makes us different from the rest. In order to provide you with such comprehensive services you deserve, we make sure to cover these important areas in every experience. Learn more by downloading our Client Experience Brochure.
