Propsera New Client Journey

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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 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.