Propsera New Client Journey

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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.