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The Alliance
3,999$Objective: To serve as your long-term guide. Your Personal CFO, we proactively manage your wealth and ensure your financial plan evolves with your life. Fees: Charter Fee + Ongoing Advisory Fee- Key Deliverables Include:
- The Charter
- Ongoing Personal CFO Services
- Proactive investment management and administration
- Continuous tax, estate, and legacy planning
- Foundational tax and estate planning guidance.
- Coordination with your other trusted professionals
- Annual Charter reviews
- Access to ProsperConnect Client Space
- Access to ProsperSecure Document Portal
- Access to ProsperWise Financial Planning Portal
- Access to ProsperAcademy Educational Resources
The Stabilization Session
249$- Secure payment · 60-minute session · (video or in person)
The Charter
3,999$Objective: To co-create your comprehensive financial life plan. This is a collaboration to build an implementation-ready custom plan that aligns with your deepest values. Fee: Flat fee- Key Deliverables Include:
- All Navigator Sessions
- Your initial comprehensive ProsperWise Charter
- Foundational tax and estate planning guidance
- Robust capital preservation and growth strategy
- Access to ProsperWise Financial Planning Portal
- Access to ProsperAcademy Educational Resources
ProsperWise Charter Migration
2,999$
Still Unsure?
The best path depends on your immediate needs:
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The Navigator Sessions are ideal if you want to experience our process with a smaller commitment.
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The Charter provides you with a done with you implementation-ready financial plan.
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The Partnership is our comprehensive solution if you're ready for a done for you service from start to finish.
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