What is The Prosperity PathfinderTM?
The Prosperity PathfinderTM is my proprietary process for helping clients organize their financial lives, clarify their priorities, and create a thoughtful path toward their goals.
The process is designed to look at the complete picture rather than treating investments, retirement, savings, insurance, taxes, and legacy planning as separate issues.
How does the The Prosperity PathfinderTM process work?
The Prosperity PathfinderTM begins with a careful understanding of where you are today, including your financial resources, responsibilities, concerns, and objectives.
We then identify the opportunities, risks, and decisions that may have the greatest impact on your future. From there, we help develop and implement a coordinated strategy, followed by ongoing reviews as your circumstances change.
Is The Prosperity PathfinderTM only for people who are close to retirement?
No. The Prosperity PathfinderTM can be useful at many stages of life and business ownership. It may help individuals who are building wealth, business owners navigating growth or transition, families preparing for a major liquidity event, or retirees seeking to coordinate income and legacy goals.
The process is adapted to your current situation and the decisions ahead of you.
What makes The Prosperity PathfinderTM different from a traditional investment review?
A traditional investment review may focus primarily on portfolio performance or asset allocation. The Prosperity PathfinderÔ takes a broader view by considering how your investments connect with your income, retirement, savings, insurance, tax, business, and legacy objectives.
The purpose is to help ensure that the important parts of your financial life are working together.
What makes The Prosperity PathfinderTM different from a traditional investment review?
As founder and Senior Wealth Advisor, I lead the strategic planning relationship and work with you to understand your goals and develop your financial strategy.
Kim Terenzi, Practice Manager, and Kate Pope, Client Support Specialist, help provide the organization, communication, and ongoing service needed to create a smooth and personal client experience.
Will my Prosperity PathfinderTM plan change over time?
Your plan should evolve as your life changes. New opportunities, market conditions, business developments, tax considerations, family events, and changing priorities may all affect your strategy.
Ongoing reviews help us determine whether your plan remains aligned with what matters most to you.
How do I get started?
The first step is a conversation about your current situation, your priorities, and the decisions you are considering. We will help determine whether The Prosperity PathfinderTM is appropriate for your needs and identify the most important areas to address first.
A financial plan should be personal, practical, and connected to the life you want to build.
The information provided on this page is for general informational purposes only and is not intended to provide individualized investment, tax, legal, or insurance advice. Please consult the appropriate qualified professional regarding your specific circumstances.
