Resources for Smarter Financial Decisions

Financial Planning Resources to Support Every Step of Your Life

Explore our library of tools and insights to help you make confident financial decisions.

Expert Articles and Insights

Trump Accounts: What They Are, How They Work, and When They Makes Sense for Your Legacy

7 MIN READ
Move past the headlines and get guidance on how to supercharge these accounts through employer contributions and a perfectly timed “Roth conversion strategy” at age 18.

Financial Planning for Business Owners in Their 50s and 60s

6 MIN READ
Helping you orchestrate a high-impact “final sprint” by turning your business equity into a reliable, tax-efficient retirement paycheck.

How Sacramento’s Wealthiest Families Build Financial Plans That Keep Cash Flowing

6 MIN READ
Through thoughtful liquidity planning, such as forecasting, tax strategy, borrowing, and intentional asset management, learn how you can turn paper wealth into real financial flexibility, confidence, and freedom.
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Educational Financial Planning Guides

Why You Should Partner With a 100% Fiduciary Financial Advisor

An educational guide by ProsperPlan Wealth co-founders Chris Grellas, MSFA, CFP® & Lauren Williams, MBA, CFP®.

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Social Security: Developing Your Strategy

A comprehensive guide to help maximize benefits and integrate them with your other income and assets. 

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The Financial Planning Process

A step-by-step guide to understanding, implementing, and benefiting from fiduciary advice.

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Interactive Tools to Support Your Planning

Tools and Calculators

Quick tools to help you run the numbers across every part of your financial plan.

You’ll find calculators for:

  • Retirement
  • Taxes 
  • Investments
  • Estate planning 
  • Money management
  • Lifestyle decisions
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Hear from Lauren and Chris

Opinions and Insights from Our Founders