Each level builds on the one below, emphasizing how strong financial foundations support higher-level personal and societal contributions.

At Prosperity Path Advisers, we use a structured approach to financial planning, beginning at the base with Money (including portfolio design, income generation, and debt optimization), moving up to Goals (like retirement, health, and education), then Life (such as wellness, balance, and personal values), and culminating in Impact (focusing on family, community, and leaving a legacy).