How do I onboard with Prospero Wealth?

We’re s glad you asked! Before we charge you for anything, we spend time getting to know you and ensuring that our expectations are aligned. Here’s how it typically goes:

1. Contact us. We try to respond back within a business day.

2. Free initial consultation. We set up an initial 30-60 minute meeting in-person or over video chat to listen to your needs and discuss whether we look like a good fit for you. Come with your burning questions!

3. Free onboarding with access to Net Worth, Liquidity Analysis, and Budgeting Tools. If you like what you hear and want to move forward, we send you a link to our onboarding tools. You spend a bit of time putting in your financial details; in return, you get some powerful analysis and tools.

4. Free recommendations consultation. We meet with you a second time, in-person or over video chat, this time with our recommendations on planning needs and investment suggestions.

Our guarantee to you—regardless of whether you become a paying client—is that you will leave with a better picture of your overall financial picture and how to move forward than when you started. There are no hidden fees or surprises—ever.