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Which Plan is Right for You?

  • ProsperWise Investment Plan

    150$
    For those seeking professional investment management. Start here if you want expert investment management.
     
    • Portfolio Construction and Management
    • Ongoing Monitoring and Adjustments
    • Values-Based Investing Options
    • Regular Performance Reviews

  • The Sudden Wealth Compass

    3,999$
    Your fixed-fee start to navigate sudden wealth with clarity & confidence. Aligns finances with values & well-being.
     
    • In-depth Discovery
    • Structured Values Discovery
    • Initial Capital Preservation Strategy
    • Exclusive Planning Modules
    • Foundational Tax & Estate Plan Integration
    • Business Succession Planning (if applicable)
    • Your Initial Comprehensive ProsperWise Plan
    • Access to ProsperSecure Collaboration Portal
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