At Prospera Investment Advisors, we believe great planning starts with truly understanding you—your values, your vision, and what you want to achieve. Our onboarding process is designed to be thoughtful, collaborative, and focused on what matters most to you.
Through a series of three purposeful meetings, we'll take the time to learn your story, clarify your goals, and craft a personalized strategy to support your financial future. From the very first conversation to ongoing support, we're here to guide you with clarity, care, and experience.
Below, you'll find an overview of what to expect during your journey with us—each step designed to help you feel informed, confident, and supported every step of the way.
Our new client journey is designed to guide you through a series of three purposeful meetings: to get to know you and your goals, build a personalized financial plan, and put thoughtful strategies into action.
Along the way, we'll provide helpful questionnaires and resources to support you—from day one to every step forward. This process is all about helping you feel confident and clear as we shape a plan that reflects your values, priorities, and vision for the future.
Your Story, Your Strategy
This first conversation is all about you—your story, your goals, and what matters most. To help us prepare and make the most of our time together, we'll ask you to complete a short form with two simple questionnaires that help us understand your comfort with risk and the priorities that guide your decisions.
Begin Your Journey — Complete the Initial Discovery Meeting FormClarifying What's Important to You
Together, we'll start building a clear picture of where you are today and where you'd like to go. Before we meet, we'll invite you to share key planning documents and complete a goals-based questionnaire. This helps us focus on what's important and begin shaping your personalized plan.
Take the Next Step — Complete the Initial Planning Meeting FormPutting Your Plan into Motion
We'll walk through the recommendations we've prepared based on everything you've shared. We'll explain how each strategy fits your goals and comfort level, then begin taking steps forward—setting up next actions and check-ins to keep your plan aligned with your life.
Take Action — Schedule Your Strategy Review Meeting