• Meet Your First Financial Advisor

    Prosperion Planning was built to meet the needs of young professionals and families with a desire for financial advice and planning. You don’t need to be a millionaire to work with us and we make working face-to-face with your first advisor easy and affordable.

Meet Your First Financial Advisor

Prosperion Planning was built to meet the needs of young professionals and families with a desire for financial advice and planning. You don’t need to be a millionaire to work with us and we make working face-to-face with your first advisor easy and affordable.

You‘ve Got Questions.
Hard Questions.
We’ve Got Answers

Wisdom is recognizing when to ask for help. So when the numbers get too big, when the stakes get too high, when the outcome is too important to mess up, it’s time to bring in a professional. But traditional financial advisors only work with clients who have lots of money to invest (because that’s how they’re paid). But what about people who want to be financially responsible, who may or may not have money to invest yet, or who’s money is wrapped up in business ventures or other illiquid assets?

We think these people deserve financial professionals too.

That’s where we come in. Unlike “online-only” advisors, we want to meet you face-to-face. We want to help you unravel the complicated problems and give you answers specific to your situation. And unlike traditional financial advisors, we don’t care if you have $200 to invest or $200,000. The choices you make today will have a profound effect on your future and the future of your family. We’re here to help you make smart decisions – today.

Unlimited Access to Your Advisor Starting at $99/mo

  • Debt Reduction Techniques

    We’ll help you shake off your debt

  • Save for Retirement

    Save the right amounts in the right places

  • Saving for Big Purchases

    Buy a home, car, business, or other big ticket item

  • Ongoing Help & Advice

    We’re here with you. A real person. Not a call center or algorithm.

  • Comprehensive Advice

    We’ll examine all areas of your financial life, not just your investments

  • Education Savings

    Tips & tricks for saving for your child’s future

  • Access to WealthVision

    See all your accounts in one place with our online tool

  • Focused On Growth

    Our goal is to get you to the big leagues

  • Think Smarter, Not Harder

    We tailor our advice to your specific needs

Schedule a Session with John

The first step is to request a no-obligation 20 minute session with John Booren. Together you’ll talk about your situation, needs, and priorities.

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