FINANCIALLY EMPOWERING YOU
​
TO LIVE A RICH
& FULL LIFE
Let's Work Together
To Create Peace of Mind &
A Life That You Love
Hourly
Financial Advice
​
$300/Hour
Ongoing
Financial Planning
​
$2,400 - $6,000/Yr
​
Options Designed For
Your Financial Situation & Goals:
Why TBG Prosperity?
Full Transparency
No Asset Minimums Required
Finance Made Easy To Understand
Long-Term Partnership With A Trusted Advisor
Hourly Advice
Topic Examples
Financial Planning
Process Includes​
How Can I Organize My Monthly Cash Flow​ & Save More?
When Should I Buy a Home? How Much Can I Afford?
1. Understand Your Circumstances
2. Identify
Your
Goals
How Much Should I Save For My Emergency Fund?
How Can I Pay Off My Debt Sooner?
Goal Examples
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Save More for Emergencies
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Pay Off Mortgage Sooner
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Secure Medical Funding
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Save for College
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Buy A Second Home
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Pay Off Student Loans
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Maximize Employee Benefits
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Retire at Age 55, 60 or 65?
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Up-to-Date Will, Trust & POAs
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Adequate Insurance Coverage
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Am I Saving Enough for Retirement?
How Do I Maximize My Employee Benefits?
3. Analyze Situation &
Potential Alternatives
4. Develop Recommendations
5. Present Recommendations
6. Implement Recommendations
7. Monitor Progress & Update as Needed
All Services are Provided in a
Judgement Free & 100% Confidential Zone.