Our Services

A Unique Focus On Financial Planning

"The great trifecta in life is when the stars align and we simultaneously have our health, wealth, and time to enjoy everything. Our job is to develop and monitor a financial plan that maximizes the alignment of these stars."

- Tutti Skaar

At Meeks Prosperity Planning, we start by listening. We want to understand what you value in life and what your lifestyle goals are. With this information as our guiding light, we then work to develop a personalized financial plan that considers the resources you have today, your tolerance for market risk, and the legacy  you'd like to leave. Only after we have developed a comprehensive financial plan of action do we turn our attention to the individual investments that will support the plan's success and sustainability.

So, why do we feel so strongly about planning first and investing second? Investing without a plan can be a bit like choosing a fly before you know what type of fish you are going after. If catching a Cutthroat Trout on the Yellowstone River is your goal, we want to know the best fly to use considering the time of day and the condition of the river. We bring this same mindset to financial planning: if a ski vacation with the grandkids every winter is your goal, we need to find the right investments to support that goal, considering your unique financial circumstance.

Once a comprehensive financial plan is in place, our work has only just begun. The next step is to monitor this plan, adjusting and refining the approach as your life and market conditions dictate. This approach helps ensure that your plan matches your life today and your goals for tomorrow — even as your life and your goals change over time.