Our Process

Prosperity Path Financial is a Savvy Women’s Wealth Practice. Most of our clients are smart, somewhat sassy women who have recently experienced a life event that has undermined their sense of safety and confidence. Just thinking of their financial future is a constant source of stress and anxiety.  They want to become more intentional about their money and regain a sense of control over their future but they don’t know who to turn to or who to trust.

And what’s interesting is it doesn’t matter where their money came from, our clients typically all share the same three concerns:

  • Can I maintain my lifestyle after I retire?
  • Will I run out of money or be forced to reply on others in retirement?
  • What steps should I take to become more confident in my financial life?

Our Three Step Process

1. Create your Lifestyle By Design Income Plan – Creating a tangible, clear vision and path to financial confidence in retirement. We do this by:

  • Developing your personal Life by Design Pyramid
  • Defining the life you want in 5 to 10 years
  • Determining purpose for your money
  • Listing five things on your retirement bucket list
  • Understanding your current and future lifestyle income needs

2. Incorporate our Safe Money Strategy – This strategy will provide confidence and comfort knowing you will have a guaranteed income for the rest of your life. We do this by:

  • Structuring Current Savings and investment accounts to meet goals
  • Creating a Lifetime Income Plan
  • Exploring alternatives to LTC Insurance to cover catastrophic health costs

3. You become part of our Sassy Ladies’ Club – An invitation only club for our clients who are Lively, Bold and Full of Spirit. Through ongoing education, meaningful conversation, Special Events and proactive engagement these ladies will continue to become savvy about their money.