Prosperity Blueprint
Before you embark on building something great, you begin with a plan.
That’s why we’ve created the Prosperity Blueprint process, an individualized assessment and interview with the purpose of ascertaining two things:
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First, we learn the hard facts—what you own, what you owe, whether or not you have any dependents, etc.
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Next, we focus on the soft facts—those unquantifiable but no less important aspects of your life.
Soft facts allude to those things you wish to accomplish as they pertain to your personal, professional and communal legacies. Due to their intangible nature, soft facts are overlooked by most firms. It takes a nuanced, empathetic approach to gather this information without being intrusive or wantonly handling sensitive things. Frankly, most firms are unable or unwilling to allocate the proper resources for such a complex task. Soft facts allow us to develop a greater context in which to curate your comprehensive profile.
This reasoning, too, is what imbues the blueprint with its dynamic/flexible/fluid quality. Prosperity Blueprints aren’t frozen in time. The blueprints are designed to update regularly as you achieve new milestones and your needs change to reflect that.
The Prosperity Discovery Process
Your Financial Board of Directors
We either assemble a team or assimilate into your existing group of professional advisors. As the chairperson of this board of directors, you are the head of the table and we are gathered around to listen. So often, one’s advisors are disconnected in such a way that it leads to poor communication and even poorer synchronization. This organization removes the silos of advisement and unifies disparate players into a coordinated team.
First, we sit down with you to determine a course of action for your personal portfolio of assets. We present a series of viable case options. You choose those that best fit your needs and then are given an individualized blueprint that aligns with your intended trajectory. Along the way, you are kept abreast of the completeness of the steps being executed. Our Prosperity Advisors regularly schedule reviews to ensure we have all the details needed to continually map realistic programs for you. We place emphasis on “realistic” as there is a marked difference between superficially attractive short-lived gains and meticulously studied and scouted long-term deliverables. We aren’t interested in gambling with your business assets. We are solely committed to the long-term health of your business.
When life’s milestones occur or are upcoming we reenter the process to reassess, readjust, and properly manage your overall plan. It is our unique approach to prosperity that we believe has helped us to maintain client retention rates that are among the top percentiles.
There’s no such thing as a quota at Suncoast.
Our counsel isn’t malformed by the external pressures of quotas. We do not make commissions off of the products that we recommend. Instead our legal and ethical responsibility is strictly to the long-term health of your assets. We use wholly customized blueprints to ensure your ship stays the course as defined by you. True fiduciaries, we make more money when our clients make more money.
We keep it Boutique.
Considerate when taking on new clients, we understand that businesses like the people that create them are replete with idiosyncrasies. Those idiosyncrasies deserve to be scrutinized over as those variable, seemingly miniscule parts determine the fortitude of the whole. We leverage decades of counseling practice to afford you a highly curated experience. We believe that frequent correspondence between our advisors and you is what keeps the disparate pieces of information from subsuming the whole, obscuring the established goals and wasting time. This boutique structure, wherein we study the particularities of your business, is like a concentrated ray of light—it allows for unobstructed growth.
