Providing clients with first-class wealth management requires a strong team. Plans to Prosper®, LLC focuses on our core competencies - financial planning and portfolio management - and outsources other functions to those who are experts in their respective fields. This permits us to focus on servicing our clients, rather than attempting to bring all functions "in-house".
We often collaborate with a client's existing CPA® or attorney. In other cases, we will help a client build a team to include business attorneys, CPAs, retirement plan administrators, or estate attorneys with whom we have previously worked. This integrated approach assures that financial planning strategies are incorporated into the work of other professionals.