prosperplan.com

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      "reviewBody": "We have been with Lauren and her team for 10 years. Lauren has helped guide us in our FIRE/financial planning that allowed us to retire in our early 50's from Kaiser Permanente...",
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      "reviewBody": "I recently worked with Chris Grellas to review and optimize my 401k...",
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      "name": "What does a financial advisor do?",
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        "text": "At ProsperPlan Wealth, we do more than manage investments. We help people make smart financial decisions through every season of life, including retirement, career changes, and family transitions. We help lower taxes through Roth conversions and retirement income planning, avoid costly mistakes, and manage portfolios — all with a fee-only, fiduciary approach that puts your best interests first."
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        "text": "Look for a CFP® designation and a master's degree. Make sure the advisor is a fiduciary 100% of the time, legally required to act in your best interest. Choose a fee-only firm that earns no commissions. Also ask about cybersecurity protections and E&O insurance coverage."
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        "text": "You may benefit from a financial advisor when your decisions get bigger and more complex — especially as retirement approaches, taxes become complicated, or you're managing multiple accounts and life transitions. A fiduciary advisor helps you build a retirement plan, reduce taxes, and avoid costly mistakes."
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      "name": "How much money should I have to see a financial advisor?",
      "acceptedAnswer": {
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        "text": "Most ProsperPlan clients are retiring with $1,000,000 or more. However, the most important factor is whether your decisions are getting larger and more complex. Meeting with an advisor within five years of retirement is one of the smartest financial moves you can make."
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        "text": "Every ProsperPlan Partner Advisor holds the CFP® designation (Certified Financial Planner™), a master's degree in financial planning or a related field, and has more than 10 years of lead advisor experience. The firm operates as a fee-only fiduciary, legally required to act in clients' best interests."
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        "text": "Yes. Retirement planning and career transition planning are two of ProsperPlan's biggest areas of focus. They also specialize in pension decisions, Social Security optimization, Roth conversions, and specialized planning for employees of Kaiser Permanente, Sutter Health, UC Davis, and CalPERS."
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      "name": "Is ProsperPlan a fee-only fiduciary?",
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        "text": "Yes. ProsperPlan Wealth is a 100% fee-only fiduciary firm. This means they are legally required to act in your best interest at all times, they earn no commissions, and their advice is entirely conflict-free."
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