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Know you’re doing everything you can to preserve your wealth and honor your family.


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The purpose of this initial meeting is simple.

[/et_pb_text][et_pb_divider show_divider=”off” _builder_version=”4.6.5″ _module_preset=”default” custom_margin=”0px||0px||true|false”][/et_pb_divider][et_pb_text _builder_version=”4.6.5″ _module_preset=”default” header_line_height=”1.2em” header_3_line_height=”1.2em”]

  • We want to help you evaluate us and our services and make an informed decision about hiring our firm.
  • During our time together, we will cover your biggest financial concerns and assess your current situation.
  • Lastly, we will outline the next steps we need to take to make your path to prosperity clear.

[/et_pb_text][et_pb_button button_url=”#schedule” button_text=”SCHEDULE A CONSULTATION” button_alignment_tablet=”center” button_alignment_phone=”center” button_alignment_last_edited=”on|desktop” _builder_version=”4.9.2″ _module_preset=”default” custom_button=”on” button_text_size=”18px” button_text_color=”#ffffff” button_bg_color=”#2a7b96″ button_border_color=”rgba(0,0,0,0)” button_border_radius=”47px” button_font=”Poppins||||||||” custom_margin=”45px||||false|false” custom_padding=”10px||10px||true|false” hover_enabled=”0″ sticky_enabled=”0″][/et_pb_button][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.6.5″ _module_preset=”default” background_enable_image=”off” parallax=”on” positioning=”none” custom_padding=”100px||100px||true|false”][et_pb_row _builder_version=”4.6.5″ _module_preset=”default” width=”auto” custom_padding=”1px|20px|1px|20px|false|true”][et_pb_column type=”4_4″ _builder_version=”4.6.5″ _module_preset=”default”][et_pb_text _builder_version=”4.6.5″ _module_preset=”db07ef77-2153-401f-a79e-bc365140912d” text_font=”||||||||” text_text_color=”#ffffff” text_font_size=”24px” text_line_height=”1.8em” header_2_font=”|700|||||||” header_2_text_align=”center” custom_margin=”||15px|||” custom_padding=”||7px|||” header_2_font_size_tablet=”” header_2_font_size_phone=”35px” header_2_font_size_last_edited=”on|phone” header_2_line_height_tablet=”” header_2_line_height_phone=”1.2em” header_2_line_height_last_edited=”on|phone”]

The Process of Working Together is Clear and Risk-Free

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_5,1_5,1_5,1_5,1_5″ use_custom_gutter=”on” gutter_width=”1″ disabled_on=”on|on|off” _builder_version=”4.9.2″ _module_preset=”default”][et_pb_column type=”1_5″ _builder_version=”4.6.5″ _module_preset=”default”][et_pb_image src=”https://dev.prosperityroad.com/wp-content/uploads/2020/10/icon-meeting.png” title_text=”icon-meeting” align_tablet=”center” align_phone=”center” align_last_edited=”on|phone” _builder_version=”4.6.5″ _module_preset=”default” custom_margin=”|-20px||-20px|false|false”][/et_pb_image][et_pb_blurb title=”A 30-MINUTE CALL” url=”#” admin_label=”Service 01″ _builder_version=”4.9.2″ header_font=”|500|||||||” header_text_color=”#2f8faf” header_font_size=”20px” header_line_height=”1.3em” body_font=”||||||||” body_line_height=”1.6em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”30px|-60px||-60px|false|true” custom_padding=”0px||||false|false” animation_style=”fold” animation_direction=”bottom” animation_intensity_fold=”30%” text_orientation_tablet=”” text_orientation_phone=”” text_orientation_last_edited=”on|phone”]

We have our first 30-minute consultation to meet one another, assess your financial situation and concerns, and determine your next right steps.

[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.6.5″ _module_preset=”default”][et_pb_image src=”https://dev.prosperityroad.com/wp-content/uploads/2020/10/icon-arrow_1.png” title_text=”icon-arrow_1″ disabled_on=”on|on|off” _builder_version=”4.6.5″ _module_preset=”default” width=”86.2%” module_alignment=”left” custom_margin=”80px|0px||0px|false|true” custom_padding=”|0px|4px|40px|false|false”][/et_pb_image][/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.6.5″ _module_preset=”default”][et_pb_image src=”https://dev.prosperityroad.com/wp-content/uploads/2020/10/icon-financial-standing_2.png” title_text=”icon-financial-standing_2″ align_tablet=”center” align_phone=”” align_last_edited=”on|phone” _builder_version=”4.6.5″ _module_preset=”default” custom_margin=”|-20px||-20px|false|false”][/et_pb_image][et_pb_blurb title=”INFORMATION COLLECTION & ANALYSIS” url=”#” admin_label=”Service 01″ _builder_version=”4.6.5″ header_font=”|500|||||||” header_text_color=”#2f8faf” header_font_size=”20px” header_line_height=”1.3em” body_font=”||||||||” body_line_height=”1.6em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”30px|-60px||-60px|false|true” custom_padding=”0px||||false|false” animation_style=”fold” animation_direction=”bottom” animation_intensity_fold=”30%”]

From here, we will collect more information from you if we determine this is a good fit for us both. This will allow us to identify your unique opportunities and potential vulnerabilities and get a complete picture of your financial situation and how we can help.

[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.6.5″ _module_preset=”default”][et_pb_image src=”https://dev.prosperityroad.com/wp-content/uploads/2020/10/icon-arrow_1.png” title_text=”icon-arrow_1″ disabled_on=”on|on|off” _builder_version=”4.6.5″ _module_preset=”default” width=”86.2%” module_alignment=”left” custom_margin=”80px|0px||0px|false|true” custom_padding=”|0px|4px|40px|false|false”][/et_pb_image][/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.6.5″ _module_preset=”default”][et_pb_image src=”https://dev.prosperityroad.com/wp-content/uploads/2020/10/icon-preliminary-2.png” title_text=”icon-preliminary-2″ align_tablet=”center” align_phone=”center” align_last_edited=”on|phone” _builder_version=”4.6.5″ _module_preset=”default” custom_margin=”|-20px||-20px|false|false”][/et_pb_image][et_pb_blurb title=”PRELIMINARY FINANCIAL PLAN” url=”#” admin_label=”Service 01″ _builder_version=”4.6.5″ header_font=”|500|||||||” header_text_color=”#2f8faf” header_font_size=”20px” header_line_height=”1.3em” body_font=”||||||||” body_line_height=”1.6em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”30px|-60px||-60px|false|true” custom_padding=”0px||||false|false” animation_style=”fold” animation_direction=”bottom” animation_intensity_fold=”30%”]

Lastly, we’ll present you with your preliminary financial plan so you can know exactly what we recommend and how we can help you before you make a decision to hire us.

[/et_pb_blurb][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”1″ disabled_on=”off|off|on” _builder_version=”4.6.5″ _module_preset=”default”][et_pb_column type=”1_3″ _builder_version=”4.6.5″ _module_preset=”default”][et_pb_image src=”https://dev.prosperityroad.com/wp-content/uploads/2020/10/icon-meeting.png” title_text=”icon-meeting” align=”center” align_tablet=”center” align_last_edited=”off|desktop” _builder_version=”4.9.2″ _module_preset=”default” width=”250px” module_alignment=”center” custom_margin=”|-20px||-20px|false|false” custom_margin_tablet=”|auto||auto|false|true” custom_margin_phone=”” custom_margin_last_edited=”on|tablet”][/et_pb_image][et_pb_blurb title=”A 30-MINUTE CALL” url=”#” admin_label=”Service 01″ _builder_version=”4.9.2″ header_font=”|500|||||||” header_text_color=”#2f8faf” header_font_size=”20px” header_line_height=”1.3em” body_font=”||||||||” body_line_height=”1.6em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”30px|-60px||-60px|false|true” custom_padding=”0px||||false|false” animation_style=”fold” animation_direction=”bottom” animation_intensity_fold=”30%” text_orientation_tablet=”” text_orientation_phone=”” text_orientation_last_edited=”on|phone”]

We have our first 30-minute consultation to meet one another, assess your financial situation and concerns, and determine your next right steps.

[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.6.5″ _module_preset=”default”][et_pb_image src=”https://dev.prosperityroad.com/wp-content/uploads/2020/10/icon-financial-standing_2.png” title_text=”icon-financial-standing_2″ align_tablet=”center” align_phone=”” align_last_edited=”on|tablet” _builder_version=”4.6.5″ _module_preset=”default” width=”250px” module_alignment=”center” custom_margin=”|-20px||-20px|false|false” custom_margin_tablet=”|auto||auto|false|true” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” global_colors_info=”{}”][/et_pb_image][et_pb_blurb title=”INFORMATION COLLECTION & ANALYSIS” url=”#” admin_label=”Service 01″ _builder_version=”4.6.5″ header_font=”|500|||||||” header_text_color=”#2f8faf” header_font_size=”20px” header_line_height=”1.3em” body_font=”||||||||” body_line_height=”1.6em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”30px|0px|30px|0px|true|true” custom_padding=”0px||||false|false” animation_style=”fold” animation_direction=”bottom” animation_intensity_fold=”30%”]

From here, we will collect more information from you if we determine this is a good fit for us both. This will allow us to identify your unique opportunities and potential vulnerabilities and get a complete picture of your financial situation and how we can help.

[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.6.5″ _module_preset=”default”][et_pb_image src=”https://dev.prosperityroad.com/wp-content/uploads/2020/10/icon-preliminary-2.png” title_text=”icon-preliminary-2″ align_tablet=”center” align_phone=”” align_last_edited=”on|tablet” _builder_version=”4.6.5″ _module_preset=”default” width=”250px” module_alignment=”center” custom_margin=”|-20px||-20px|false|false” custom_margin_tablet=”|auto||auto|false|true” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” global_colors_info=”{}”][/et_pb_image][et_pb_blurb title=”PRELIMINARY FINANCIAL PLAN” url=”#” admin_label=”Service 01″ _builder_version=”4.6.5″ header_font=”|500|||||||” header_text_color=”#2f8faf” header_font_size=”20px” header_line_height=”1.3em” body_font=”||||||||” body_line_height=”1.6em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”30px|0px||0px|false|true” custom_padding=”0px||||false|false” animation_style=”fold” animation_direction=”bottom” animation_intensity_fold=”30%”]

Lastly, we’ll present you with your preliminary financial plan so you can know exactly what we recommend and how we can help you before you make a decision to hire us.

[/et_pb_blurb][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|on|off” admin_label=”Desktop – Still not sure?” _builder_version=”4.9.2″ _module_preset=”default” background_color=”#f4f4f4″ background_image=”https://dev.prosperityroad.com/wp-content/uploads/2021/03/pexels-daniel-gorostieta-2635593.jpg” transform_translate_linked=”off” custom_margin=”||||false|false” custom_padding=”100px||100px||true|false” custom_css_main_element=”padding: 280px 0 280px;”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.7.6″ _module_preset=”default” background_color=”rgba(0,0,0,0)” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false”][et_pb_column type=”1_2″ _builder_version=”4.6.5″ _module_preset=”default”][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.6.5″ _module_preset=”default”][et_pb_text _builder_version=”4.9.2″ _module_preset=”61ee78f4-c1b6-430b-a9c7-29d482dd383d” header_text_align=”left” header_font_size=”42px” header_line_height=”1.1em” header_2_text_align=”left” header_2_line_height=”1.2em” background_layout=”dark” width=”100%” custom_margin=”-2px||26px|||” header_2_text_shadow_style=”preset1″]

Still not sure? That’s OK. We’ll be here when you are ready to schedule.

[/et_pb_text][et_pb_text _builder_version=”4.7.6″ _module_preset=”default” header_line_height=”1.2em” header_3_line_height=”1.2em” background_layout=”dark”]In the meantime…

[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|on|on” module_id=”lead-magnet” _builder_version=”4.7.6″ _module_preset=”default” background_image=”https://dev.prosperityroad.com/wp-content/uploads/2020/12/nominated-piggy-bank-overhead-workplace-pen-pencil-shirt-clothes-fancy-bright-simple-minimalism-save_t20_XvyzAR-1280px-flip.jpg” transform_translate_linked=”off” custom_margin=”||||false|false” custom_padding=”100px||100px||false|false” custom_css_main_element=”padding: 280px 0 280px;” disabled=”on” global_module=”29753″][et_pb_row column_structure=”2_5,3_5″ _builder_version=”4.6.5″ _module_preset=”default”][et_pb_column type=”2_5″ _builder_version=”4.6.5″ _module_preset=”default”][/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.6.5″ _module_preset=”default”][et_pb_text _builder_version=”4.6.5″ _module_preset=”db07ef77-2153-401f-a79e-bc365140912d” text_font=”||||||||” text_text_color=”#ffffff” text_font_size=”24px” text_line_height=”1.8em” header_text_align=”center” header_font_size=”42px” header_line_height=”1.3em” width=”100%” custom_margin=”-2px||26px|||”]

10 WAYS TO TEACH YOUR ADULT CHILDREN ABOUT MONEY

[/et_pb_text][et_pb_text _builder_version=”4.6.5″ _module_preset=”default” text_font=”||||||||” text_font_size=”24px” text_line_height=”1.8em” header_font=”||||||||” header_font_size=”46px” custom_margin=”-15px|0px|25px||false|false”]

Download our complimentary guide that walks you through how to pass on critical financial lessons to your adult children.

[/et_pb_text][et_pb_button button_text=”DOWNLOAD NOW” _builder_version=”4.6.5″ _module_preset=”default” custom_button=”on” button_text_size=”18px” button_text_color=”#ffffff” button_bg_color=”#2a7b96″ button_border_color=”rgba(0,0,0,0)” button_border_radius=”47px” button_font=”Poppins||||||||” custom_margin=”7px||||false|false” custom_padding=”10px|25px|10px|25px|true|true”][/et_pb_button][/et_pb_column][/et_pb_row][/et_pb_section]