We have three offerings as Prosperous Financial, Prosperous Private and Prosperous Premier.
Private @ Prosperous: This plan is a 3 stage process that takes a comprehensive look at you, your finances and your goals. Have you ever wondered what would happen if you made that financial change? or if you are making the right choices with your money? This is where we come in, we work with you to find answers to the big ‘what-ifs’ and created your tailored financial plan.!
Premier @ Prosperous: This plan consists of a couple of meetings where we will look at your current financial path, assess your finances, review any financial decisions and recommend changes (if needed). Premier suits clients who are starting on their financial journey and want to start their financial planning journey but don’t require a Private plan.
Choice @ Prosperous: This offering brings you straightforward financial advice. Are you looking for financial advice for a specific query but don’t require financial planning? then Choice is for you. Choice consists of one meeting that will address your specific financial concern. This offering does not include financial planning, if you require such take a look at our Private and Premier plans. After you have completed your Choice consultation you will have a better understanding of your overall finances.