Financial Planning for Full Prosperity
Create meaningful life results today while confidently preparing for future transitions through blending financial planning and coaching.
Money is meant to flow through your life, supporting you and your family’s well-being, not to sit idle in an account while you sacrifice opportunities to enhance your time, energy, and health today. Prosperity Planning strikes a balance between achieving future goals and nurturing a fulfilling life in the present.
- Finances (Money): Go beyond traditional financial planning with a focus on using money to enhance your quality of life today while securing your future.
- Family (Time): Reclaim time from misaligned priorities and redirect it toward nurturing and strengthening your most significant relationships.
- Fervor (Energy): Break through life’s challenges to develop a resilient mindset, reduce mental stress, and reclaim energy for an empowered and fulfilling life.
- Fitness (Health): Cultivate habits and routines that enhance your physical and mental well-being, empowering you to step into the future as the healthiest version of yourself.
Benefits
You will transcend the traditional approach of simply saving for the future, confidently leveraging your money and other resources to create the life outcomes you truly desire today.
Organized
Turn the “financial junk-drawer” into a organized system that works for you.
Simplified
Gain peace of mind knowing you have a simplified plan that is easy to understand.
Intentional
Make progress toward your goals by confidently executing an intentional yearly vision.
Steve Schleupner CFP®, ChFC®, CDFA®
Find out how prosperity financial planning can lift your situation – schedule an initial free consultation today.