How do I onboard with Prospero Wealth?
Eric Franklin
Jul 2, 2019
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:
Contact us. We try to respond back within a business day.
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!
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.
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.
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:
Contact us. We try to respond back within a business day.
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!
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.
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.
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:
Contact us. We try to respond back within a business day.
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!
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.
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.
7724 35th Ave NE #15170
Seattle, WA 98115-9955
(971) 716-1991
hello@prosperowealth.com
Prospero Wealth, LLC is an Investment Adviser registered with the SEC, principally located in the state of Washington. All views, expressions, and opinions included in this communication are subject to change.
The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.
The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.
© Prospero Wealth 2025. All rights reserved.
7724 35th Ave NE #15170
Seattle, WA 98115-9955
(971) 716-1991
hello@prosperowealth.com
Prospero Wealth, LLC is an Investment Adviser registered with the SEC, principally located in the state of Washington. All views, expressions, and opinions included in this communication are subject to change.
The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.
The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.
© Prospero Wealth 2025. All rights reserved.
7724 35th Ave NE #15170
Seattle, WA 98115-9955
(971) 716-1991
hello@prosperowealth.com
Prospero Wealth, LLC (“PW”) is a registered investment advisor offering advisory services in the states of Washington, Oregon, California, and in other jurisdictions where exempted.
© Prospero Wealth 2025. All rights reserved.