We built Prosperion Planning specifically to help younger families get on the road to financial independence. A service to help them during a time in their lives when making small choices may add up to a big impact. We wanted to make it accessible, valuable, and affordable so it fits within a monthly budget, just like Netflix or a gym membership.
We learn about their needs and priorities and provide advice specifically for their situation. Whether it’s adding to the family, changing jobs, building a business or any number of complicated life decisions, we’re there to help guide them through each turn that life takes.
John started his investment career in 2012 after graduating from Colorado State University with a bachelor’s degree in Financial Planning. His desire is to provide care and guidance for individuals and families through all aspects of their financial life. Learn more about John here.
In my decade plus time advising clients, I have seen this truth—my most joyful clients are my most successful investors. Not the other way around. The rewards follow the joy, not joy the rewards. They view the future as bright and invest faithfully in it knowing that no amount of market return will ever be able to generate an internal joy, but that prudent stewardship and a long-term perspective can perpetuate the upward spiral of joy.