here’s to planning
a wealthy new future
Our Services
“Planning is bringing the future into the present so that you can do something about it now.”
ALAN LAKEIN
We’re genuinely passionate about what we do
Since 2013, our partners have been working closely as a mother-daughter team.
Because of this, we have a unique insight into the challenges and triumphs of being a family business and can lend our expertise in various areas. Whether it be balancing the business/family relationship, succession planning, or any other financial circumstance, we have the experience. We pride ourselves on collaborative work — with our clients, ensuring we understand their full financial picture and goals.
Once each client’s personalized plan has been created, we ensure they feel confident, educated, and empowered about their options. This allows them to feel confident and clear about their financial future. And on the backend, we work alongside other trusted industry professionals, allowing us to give the best advice possible. This holistic approach enables our team to build deeper, more meaningful client relationships.
Our Services
Creating a personalized plan for your money, your life, and your family is empowering. Don’t let the stress of the unknown rob you of today. We’re here to help you see the future more clearly.
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Let us help guide you on the path to financial success. Our expert advisors and planners will work closely with you to align your aspirations with a personalized investment plan, ensuring that your financial decisions bring you closer to your goals.
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Visualize your dream retirement, and let’s help you get there. We’re here to help you navigate the complexities of retirement planning, ensuring you have the resources needed for a secure and fulfilling post-career life.
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Guard your future with confidence. We can assist you in developing a comprehensive insurance plan, providing a safety net that shields your loved ones, your home, your assets, or your business from life's uncertainties.
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Our investment experts will guide you through the process of selecting and managing mutual or segregated funds, diversifying, and maximizing the potential of your financial portfolio.
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Craft a lasting legacy with our tailored estate planning services. Our team will work closely with you to ensure your wealth is distributed in a way that reflects your values, providing peace of mind for you and security for your loved ones.
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Navigate your business's financial journey with our strategic planning expertise. From inception to succession, our team is here to guide you, ensuring the financial health and continued success of your enterprise.
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As a female-owned and operated firm, we are dedicated to supporting professional women within the wealth management industry.
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At Prosperity Planning, Giving is a core value. We make a consistent effort to support the charitable organizations in the communities where we live and work.
We work with clients to ensure that their philanthropic goals can be met as part of their overall financial plan.
Our Clients
At Prosperity Planning, we pride ourselves on building lasting relationships with our clients.
We serve individuals, families, and businesses who seek personalized financial guidance to help them achieve their goals. Our clients value our commitment to understanding their unique situations and providing tailored solutions that align with their aspirations.
WHAT WE SPECIALIZE IN
We provide comprehensive financial planning services that encompass a wide range of areas. We craft strategies for retirement planning to help you achieve financial independence during your retirement years. Our investment management services provide tailored solutions to grow your wealth while effectively managing risk. We implement tax strategies designed to minimize liabilities and maximize savings, and our estate planning ensures your assets are distributed according to your wishes while minimizing taxes and legal complications. Additionally, we offer insurance solutions that safeguard your assets and protect your loved ones. Our holistic approach allows us to integrate these services seamlessly, ensuring that all aspects of your financial life work together harmoniously.
ABOUT OUR CLIENTS
Though our clients come from diverse backgrounds, they share a common goal: to secure a prosperous financial future. We work with individuals and families who are looking to make informed financial decisions, as well as business owners seeking effective corporate planning and succession strategies.
At Prosperity Planning, we understand that each client has unique needs. We take the time to listen and develop customized financial plans that reflect their values and goals. Our approach fosters trust and collaboration, ensuring that we are not just financial advisors, but partners in our clients' journeys toward success.
Frequently Asked Questions
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Prosperity Planning provides comprehensive financial planning services, including retirement planning, investment management, tax strategies, estate planning, and insurance solutions. We also specialize in corporate planning and succession planning for family businesses, as we are a family-run business ourselves.
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We take a holistic and personalized approach to financial planning, working closely with you to understand your unique financial situation and goals. Our process involves thorough analysis, strategic planning, and ongoing monitoring to ensure your plan adapts to life changes and market conditions.
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A Certified Financial Planner (CFP®) is a professional who has met rigorous education, examination, experience, and ethical standards in the field of financial planning. Here’s a brief overview of what defines a CFP®:
Education: CFP® professionals must complete a comprehensive educational program covering various financial planning topics, including investments, taxes, retirement, estate planning, and insurance.
Examination: Candidates must pass a challenging exam that tests their knowledge and understanding of financial planning principles and practices.
Experience: CFP® professionals are required to have a specific amount of professional experience in financial planning, ensuring they have practical knowledge in the field.
Ethics: CFP® professionals must adhere to a strict code of ethics and professional conduct, ensuring they act in their clients' best interests.
Ongoing Education: To maintain their certification, CFP® professionals must complete continuing education requirements, keeping them updated on the latest financial planning strategies and regulations.
Choosing to work with a CFP® means you are partnering with a qualified professional dedicated to helping you achieve your financial goals.
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While we aim to work with clients at all stages of wealth-building, we add the most value to individuals and families with investable assets exceeding $250,000. This threshold allows us to provide more comprehensive planning and investment strategies to meet your long-term financial goals.
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The frequency of meetings depends on your needs and preferences. Typically, we recommend regular check-ins—annually or semi-annually—to review your financial plan and make any necessary adjustments. However, we’re always available to meet more frequently if your circumstances change or if you have questions.
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Clients often describe working with Prosperity Planning as a collaborative and personalized experience. We take a holistic approach, ensuring that your financial goals are clearly understood and integrated into a plan that evolves with your life. With Courtney Castledine taking over the practice, clients benefit from continuity and a personal touch. Over time, our clients become like friends and family, and we’re dedicated to supporting you with the same care and attention we would offer our own.
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To start working with Prosperity Planning, simply reach out to us through our website or give us a call. We’ll set up an initial consultation to discuss your financial goals and needs. During this meeting, we’ll assess how we can best assist you and outline the next steps for creating a personalized financial plan. We look forward to partnering with you on your financial journey!