Prosperity Financial Planning gets to know you and your personal objectives while mapping out the route to your desired destination. We take pride in providing personal financial service on all matters pertaining to your financial assurance. Our clients include individuals and business's all of whom trust in our financial ability to guide them through this complex financial world.
Life transitions don't always occur when we are ready for them. Whether it is dealing with an inheritance, divorce, death, or change of employment, we take the time to listen to what is important to you so we can develop a comprehensive understanding of your financial needs and goals. Hand holding is our specialty.
Life transitions don't always occur when we are ready for them. Whether it is dealing with an inheritance, divorce, death, or change of employment, we take the time to listen to what is important to you so we can develop a comprehensive understanding of your financial needs and goals. Hand holding is our specialty.
Services
Lori Ulm started her financial planning career 30 years ago in the Boston area developing her experience as a Junior Planner to a CERTIFIED FINANCIAL PLANNER Practitioner. Gwen is the newest member of the team. She comes to us from a career in retail management and is ready to bring her passion for helping others to the financial advising world.
Lori Ulm started her financial planning career over 30 years ago in the Boston area developing her experience as a Junior Planner to a CERTIFIED FINANCIAL PLANNER Practitioner. Working closely with individuals and business owners, she assists them in achieving their dreams and goals through a trusting, tough love, lifelong relationship that's built on integrity and loyalty.
To motivate individuals to organize their financial house in order to lead them on a path toward their goals. Our vision is to be the most trusted advisor in all matters pertaining to financial security in our clients' world. It is our vision that every one of our clients feels secure having financial confidence, a sound financial plan, and a team of caring professionals behind them.
I understand that choosing a financial advisor is an important decision and I am honored that you have chosen to begin a relationship with me and my firm. Thank you for your trust! Successful relationships are built on a clear understanding of expectations and responsibilities. To avoid misunderstandings between us, this letter outlines and confirms the basic parameters of our relationship.
From developing realistic goals and timeframes, to creating a strategy for implementing a sound financial approach, to making adjustments along the way, our firm stands ready to serve you. We work hard at developing enduring, long-term relationships with people we have come to know and care about; people who have placed their trust in our expertise and dedication.
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