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How Can We Work Together
To Create Peace of Mind & 
A Life That You Love?




Financial Advice





Financial Planning

$2,400 - $5,999/Yr

Why TBG Prosperity?

Full Transparency
No Asset Minimums Required
Finance Made Easy T
o Understand
True Partnership With A Trusted Advisor

Hourly Advice 

 Topic Examples

Financial Planning

Process Includes


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



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


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 Futu

  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. 

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