How Can We Work Together
To Create Peace of Mind &
A Life That You Love?
Hourly
Financial Advice
$299/Hour
Ongoing
Financial Planning
​
$2,400 - $5,999/Yr
​
Why TBG Prosperity?
Full Transparency
No Asset Minimums Required
Finance Made Easy To Understand
True Partnership With A Trusted Advisor
Hourly Advice
Topic Examples
Financial Planning
Process Includes​
Organizing
Your Finances​
How To Tackle Debt
Monthly Spending Plan & Savings Strategies
Employee Benefits
When to Buy a Home or Car
Investment Allocation Based on
Risk Tolerance
1. Understand Your Circumstances
2. Identify
Your
Goals
3. Analyze Situation & Potential Alternative Actions
4. Develop Recommendations
6. Implement Recommendations
5. Present Recommendations
7. Monitor Progress & Update as Needed
Financial Planning
Review & Goals Include
Setting Goals
​Spending/Budgeting ​
Short-Term & Long-Term Savings
Debt Management
College Savings
Buying A Home/Car
Investment Allocation
Employee Benefits
Retirement Planning/Forecasting
Estate Planning Preparation
Risk Management/Insurance
Multi-Generational Considerations
Charitable Gifting
It's Never Too Late To
Change Your Financial Future
​ ​What Can You Expect?
-
Customized Proposal
-
Holistic Financial Planning with Personalized Scenarios & Forecasting
-
Analysis & Recommendations
-
Summary with Action Taken & Outstanding Items with Timing
-
Pricing Based on Complexity
What Can You Expect?
No One is Perfect with Their Money.
We all deserve access to Financial Advice.
All Services are Provided in a
Judgement Free & 100% Confidential Zone.