Our Process
Guiding to Financial Freedom
At Meeks Prosperity Planning, we provide trusted advice to help you reach financial independence. From the start, we will always put our clients' best interests first. As professionals, we focus on your financial goals. These goals guide our investment choices. We boost the client experience with tailored support and proactive planning for life's big moments. True prosperity means balancing wealth, health, and time. We work to harmonize these elements for you.
Our Discovery Meeting
Your journey starts with a free discovery meeting. We will learn about your financial situation, goals, and needs. We hear your story, check your financial history, and look at your risk tolerance. Planning first helps us make sure your investments match your goals. This comprehensive understanding allows us to tailor our services to your unique needs.
The Pillars of Our Services
We are your dedicated financial team, ready to offer personalized support. We offer services that cover all parts of your financial health. You can count on us to help you with life's financial challenges. We focus on personalized solutions and expert advice. We help you reach your financial goals and build a secure future.
Life's Key Moments
Our team values transparency and being available. We know that life changes and everyone is different. Our clients value us as a trusted, thoughtful guide for whatever life throws their way. We understand your feelings and finances. As your financial planners, we are well-positioned to support you. This makes us the best call when life presents its challenges. Some of life's curveballs are predictable and common, which we refer to as life's key moments. We are ready to help our clients with these important events. We will do this with skill and care.
We can and will help you in any way we can, especially in some of the following catagories:
- Marriage and Life Partnerships
- Divorce
- Family Care
- Loss of a Loved One
- Retirement
- Budgeting Basics
We have resources listing typical steps, best practices and calls to action to be with you every step of the way.
Our Bucket Strategy
We provide financial advice adhering to our customized "Bucket Strategy." This strategy makes sure your assets are invested based on your expected time horizon. It focuses on spending time in the markets instead of trying to predict market movements.
Our mission is to achieve your goals, not get into a footrace with the S&P 500 index. Having a plan that does not require selling when markets are down is how one truly outperforms in the long term.
Connect With Us
Our team is here to guide you on your journey to financial freedom every step of the way. We don't build a plan; we implement and monitor it to ensure lasting success. We're here to help you transition into retirement easily and with little disruption. We change our plans as life evolves. We see our plan as a starting point for positive change.