At Prospera Investment Advisors, we believe great financial planning begins with a clear understanding of who you are, where you've been, and where you'd like to go. Our new client process guides you through a series of three purposeful meetings: to get to know you, build your financial plan, and put thoughtful strategies into action.
Along the way, we'll provide helpful questionnaires and resources to keep things moving forward at a comfortable pace. This process is all about helping you feel confident and informed every step forward. This process is all about helping you feel confident and informed — and building a plan that reflects your values, priorities, and vision for the future.
As we begin our journey together, we ask that you complete this Prospera Discovery Form. At the end of this form, you will find a link to our "Your Story, Your Strategy" questionnaire. Please complete both the form and the questionnaire. The information you provide will help give us a holistic insight into your current financial situation. With that insight, we will be able to customize and maximize your discovery meeting.
When you are ready, click the next button below.
If you need assistance completing the form or have questions about the process, don't hesitate to reach out.