Empty Nesters
Life Planning
Clients who complete the P3 Planning Process™ during periods of transition in their lives are often those who see the most value from it - these moments are an opportunity to get ahead so you can live the lifestyle you deserve.
For many, it’s a tightrope walk between your roles as a parent to maturing children and as a child of aging parents. Through it all you’re trying to consider your own future, while balancing complex emotions with numerous financial considerations.
Read our guideWe take a collaborative approach that is oriented toward personal coaching and guidance, so that we can help support our clients through the emotional as well as the financial components of working on or living in an empty nest.
Our services and strategies include:
Discovery process to help bring to light deeper values and aspirations
Defining meaningful money goals for family legacy, retirement life and making an impact
Detailed college planning strategies
Helping your children prepare for financial independence
Custom portfolio management with a focus on risk mitigation
College, a new career, retirement - each event is an opportunity to get ahead so you can live the lifestyle you deserve. Strategically dedicate the resources you have to the priorities that matter most.
read our guideWe start by clearing away the money messages that make these moments stressful, in order to help you live the lifestyle of your dreams. Our focus is to help you manage the financial balancing act of these life moments, along with the emotional challenges of change, in order to help you reach goals that you previously may not have considered possible.
Our services and strategies include:
College Planning
Changing Jobs
Marriage and Divorce
Purchasing a Home
Moving
Starting and Selling a Business
Retirement Planning
There are many strategies to fit your investment risk tolerance so that you can sleep easy at night. We have created a personalized strategy and strategic partnerships with credible firms to help you reach your life goals and live your preferred lifestyle.
read our ultimate guideAt PrairieFire, we pride ourselves on our ability to form personal relationships with our clients, and in doing this, we create strategies that will enable our clients to live a stress free lifestyle and finally sleep easy at night.
Our services and strategies include:
Core
Momentum
Creative
Alternative
Private
Structured
“Our process is a fusion of money and meaning, and it enables us to work toward a return on your life’s work, not just a return on your investments. When you attach a deeper significance to the financial decisions you make, you can use the resources you have in order to cultivate a life of purpose.”
Matt C. Meline CFP®
Founder and CEO
Send us a message or schedule a 15-minute PrairieFire Planning session.
Privacy Policy | Terms of Use | Disclosure
© 2021 PrairieFire Wealth Planning. All rights reserved.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. PrairieFire Wealth Planning is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
