PRIVATE CLIENTSPrivate @ Prosperous
In-depth financial analysis & lifestyle planning. Private consists of a 3 stage detailed process where we start with you and work from there.
For more information regarding our Private Client plans, read below.
For more information regarding our Private Client plans, read below.
STAGE 1
Discovery Meeting
Getting to know all about you!
STAGE 2
Financial Research & Forecasting
Crunching in the numbers and creating your plan to ensure your money is working for you!
STAGE 3
Receive Financial Plan
Presentation and explanation of your financial plan with your dedicated financial planner!
Financial Planning Made Easy!
The Private Client plan is a 3 stage process that takes a comprehensive look at you, your finances and your goals.
What can you expect with a Private Client plan?
FINANCIAL ANALYSIS
An extensive review of your current financial portfolio where your dedicated planner will map out your current and future financial paths devoid of any changes.
GETTING TO KNOW YOU
Our first meeting is all about you. We believe we have no right to tell you what to do with your money without getting to know you first.
This meeting will form the basis of your plan so we will also cover the review of our finances, date of financial independence and discover your financial goals.
This meeting will form the basis of your plan so we will also cover the review of our finances, date of financial independence and discover your financial goals.
CREATING YOUR PLAN
After your first meeting with us, you will have a clear understanding of your goals, values and objectives and you will also know your date of financial independence.
Your dedicated planner will then begin creating your plan based on the above. It is at this point we do all the financial planning, we work out the best use of your money to support the life you want to have.
When we have all the numbers crunched and worked out what you need to do, you will receive your financial plan. This will give you a chance to read over everything and note any questions.
Your dedicated planner will then begin creating your plan based on the above. It is at this point we do all the financial planning, we work out the best use of your money to support the life you want to have.
When we have all the numbers crunched and worked out what you need to do, you will receive your financial plan. This will give you a chance to read over everything and note any questions.
FINANCIAL PLAN PRESENTATION
It's time to go over your plan. Your dedicated planner will take you through step by step explaining the reasoning behind everything.
Your plan is tailored for you. If there are any recommendations i.e. product related we will help you implement them if you wish. Basically, we will go to the market for you and find the product best suited for you.
Traditionally advisors would have a bag of products and they would come to see you and fit their product into your life. In Prosperous we do it the other way around, we do the planning first, see what you need and establish if you need anything at all.
Your plan is tailored for you. If there are any recommendations i.e. product related we will help you implement them if you wish. Basically, we will go to the market for you and find the product best suited for you.
Traditionally advisors would have a bag of products and they would come to see you and fit their product into your life. In Prosperous we do it the other way around, we do the planning first, see what you need and establish if you need anything at all.
Want to learn more?
Below you will find a detailed video explaining Private @ Prosperous from our Founder and Principal - Eoin McGee.
Are You Ready To Get Started?
Typically, the clients who tend to get the most from this offering have a household income of €150,000+ per annum and/or have €500,000+ of investable assets (total amount of money you have, including bank accounts, pension accounts and investments) and/or they work for themselves. These figures are only indicative and if you would like to book in for a Private Client plan please click the below button ‘plans & prices.
If you are unsure if you are a Private Client, why not take our handy self-assessment questionnaire? Just click here to start the questionnaire. Would you like to learn more about financial planning? click here to read our detailed overview.