WORKING TOGETHER
Our Process
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.
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.
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 and having a plan that does not require selling when markets are down in order to outperform in the long term.
Simple and Straightforward: Fees are based solely on the value of the assets we manage for you.
Transparent: We never charge hidden or layered fees. What you see is what you get.
Competitive: Our fees are often lower than those of many other financial professionals, particularly when considering the commissions, layered fees, kickbacks, and other “add-on” fees prevalent in the industry.