Prosperity Economics Advisors

WHO WE ARE AND WHAT WE STAND FOR

Vision

Expand the connection between financial advisors across the nation who are using Prosperity Economics and the 7 Principles of Prosperity so that they don’t have to work in isolation.

Mission

To learn the whole truth about money and apply it daily, teach it to clients and others (including our children), and guide our nation onto more solid economic ground.

Purpose

We support the idea of finding work we love, and working until we no longer can, taking lots of vacations and sabbaticals all along the way, and focusing our strengths and innate talents on helping others.

VALUES

We prefer preparation over planning, protection over risk tolerance, creation over consumption and prosperity over scarcity.

CODE OF HONOR

We will seek out the whole truth around our money decisions and help clients do the same.

VALUES

We prefer preparation over planning, protection over risk tolerance, creation over consumption and prosperity over scarcity.

CODE OF HONOR

We will seek out the whole truth around our money decisions and help clients do the same.
The Prosperity Economics Movements Creed
  • Save 20% or more of all income earned.
  • Build emergency/opportunity funds for our future.
  • Protect our Human Life Value with a mix of term and whole life insurance.
  • Optimize all other insurances with high deductibles and lower premiums.
Do our dollars give us the Control, provide Liquidity, have the freedom to be Used and act like Equity so we can leverage them to do many different things?

Live by the CLUE acronym and use it to test investments:

C – Control

L – Liquidity

U – Use

E – Equity

Tenets

  1. As adherents of Truth, we take the time to show clients the whole truth about their money, educating them about the good and the bad aspects of each product and strategy.
  2. We acknowledge that there will be occasions when we have to forego commissions in order to help the client make progress.
  3. We acknowledge that we cannot help every person we meet, but that we should try in any way we can to do some good in every situation.
  4. We acknowledge that all change starts in our thinking, and in our clients’ thinking and we pledge to help our clients address all areas of their lives by helping them include others on their team to do so.
  5. We acknowledge that as a group, we have a stronger voice than as an individual and we promise to help each committed member of our group in any reasonable way possible.
  6. And we promise to invite others to our movement and help them grow as we have been helped along ourselves.

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