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Prosperity Design

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Experience Unprecedented Prosperity
for your Yourself, Family, Business,
Finances, and Future.

"Your Life Plan, Designed And Achieved,
Just The Way You Want It.”

- Prosperity Design -

Elevate Your Life With Prosperity Planning

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At Prosperity Design, we believe in a straightforward and results-oriented approach to help you achieve your desired level of success in the most important areas of your life. We identify these core areas as yourself, your family, your business, your finances, your future, and your legacy.

Prosperity Design will work closely with you to set clear and attainable goals in each of these areas, and then create a tailored plan to help you reach your desired levels of success, ensuring a more fulfilling and prosperous life. We are committed to providing the guidance and strategies needed to thrive in every facet of your life, ensuring a legacy of prosperity and fulfillment.

What's In It For You?

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  1. Precision Balanced Work and Personal Life- spending your time on your terms striking a harmonious balance between work life and home life.
  2. Financial Freedom- enjoying a life where your resources will always provide for your desired lifestyle ensuring peace of mind.
  3. A Secure Future- prosperity by design to provide you and your family with the lasting ability to live well.

Key Life Segments

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  1. Are your days structured for ideal personal and professional life balance?
  2. Do you have an exercise routine that will give you the vitality you will need to reach the prosperity that you desire?
  3. Are you experiencing happiness and joy that you project to the people that you spend time with?
  4. Are you experiencing stress or anxiety that could lead to burnout or worse?
  5. Do you belong to a church community that provides spiritual guidance?
  6. Is reading the Bible a part of your morning routine that prepares you to have the kind of day that you want?
  7. Are you taking time off to refresh yourself and scheduling that into your yearly calendar?
  8. Are you setting aside some time to spend on the hobbies that you enjoy?
➜Yourself: Achieving a high level of personal well-being, self-confidence, and contentment. This includes physical health, mental wellness, self-development, and a commitment to continuous learning. [more]
  1. Do you and your spouse experience joy in your life together?
  2. Are you and your spouse planning date nights to keep your relationship strong?
  3. Do you and your spouse take an annual vacation without the kids to stay connected and be present for each other?
  4. Does your family spend time together to better understand what is going on in each other’s lives?
  5. Do you sit down as a family and eat dinner together?
  6. Are you taking fun vacations as a family that will provide lasting memories for everyone?
  7. Are you present for your kid’s activities that they prepare for and are passionate about?
  8. Do you set aside one one-on-one time with each child to strengthen the special bond that you have with them?
➜ Your Family: Cultivating harmonious relationships within your family, providing your children with quality education, including college for kids and private school options if desired. Establishing foundational wealth and personal budgets that enable the lifestyle you aspire to, balanced with a prosperous portfolio. [more]
  1. Are you reviewing your P&L regularly to better understand how your business is performing?
  2. Does your understanding of your P&L allow you to react and make needed changes to ensure the margins you want?
  3. What new career skills could you acquire to be more competitive in your market?
  4. Are you providing a happy and safe workplace for your employees to thrive and succeed?
  5. Does your leadership style create a motivated staff that is challenged to grow personally and professionally?
  6. Does your staff provide a positive and memorable experience to your patients/customers?
  7. Are your employees aware of a career path that will increase their level of responsibility, loyalty and earning potential?
  8. Do the patients/customers that you serve genuinely feel appreciated?
➜ Your Business: Having a thriving and sustainable business with a solid reputation, steady growth, and diversification of income sources to insulate you and ensure abundance. This includes sound financial practices and strategies for long-term success. [more]
  1. Are you funding your current lifestyle with debt?
  2. Do you have a workable plan to pay off your mortgage and your loans?
  3. Are your investments allowing you to build the wealth you desire?
  4. If you are contributing to college funding for your children or grandchildren is there a plan in place to provide the needed funds?
  5. Are there additional streams of income to insulate your wealth from an unforeseen downturn in your primary business?
  6. Has your Will and Trust been set up or updated to reflect your current family dynamics and future financial needs?
  7. Are you currently working with financial professionals who are advising you so that you can reach your wealth and financial goals?
  8. Are you utilizing strategic tax planning to retain more of your income and reduce your taxes?
➜ Your Finances: Achieving financial stability, managing debt effectively, and accumulating wealth to secure your future and enjoy your desired lifestyle. This includes having a balanced personal budget and a diverse investment portfolio that meets your financial needs now and for generations to come. [more]
  1. Do you have the right life insurance and amount that will replace your income and protect your family from hardship?
  2. Do you have a long-term care policy that will provide your day-to-day care in the event of permanent disability?
  3. Have you decided at what age you will stop working?
  4. Do your retirement accounts mirror your lifestyle plans in retirement?
  5. Have you calculated how much income you will need in retirement and for how long?
  6. Do you expect that you will have any debt in retirement?
  7. Have you decided if you will leave an inheritance to your heirs and what amount?
  8. Regarding your legacy after you die, have you thought about how you would like to be remembered?
➜ Your Future: Planning for a secure retirement, leaving a meaningful legacy for your loved ones or society, and ensuring that your hard work continues to benefit future generations. This includes strategic estate planning and philanthropic endeavors resulting in the desired impact you wish to have now and for future generations. [more]
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Services Designed For You

Visit our Suite of Services—a personalized blueprint to design the prosperity you want in every aspect of your life.