Welcome to prosperus!

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Schedule Your First Session

Choose a time that works for you to meet with Nate and kick off your planning journey.

Can't find a time that works? Contact us to arrange an alternative.

Next Steps Checklist

  • 1 Schedule your first planning session using the calendar
  • 2 Complete all four onboarding surveys below
  • 3 Gather relevant financial documents for our first meeting
  • 4 Prepare any questions or topics you want to discuss

Complete Your Onboarding Surveys

These surveys help us understand your situation and prepare for our first meeting. Complete all four before your session.

1

Business Purpose

Mission, vision, values, and goals for your business
2

Financial Snapshot

P&L, metrics, and financial projections
3

Cultivating Community

Clients, referrals, team, and company impact
4

Personal Balance

Hobbies, self-care, family time, and well-being

Need Help?

If you have any questions about the onboarding process or need assistance, we're here to help.

Contact Support