The Future of Advising is Independence
Here’s Why We Created ProsperPlan
ProsperPlan Wealth was created to give successful professionals and retirees a clear plan for turning what they’ve built into a confident, stress-free retirement.
We guide clients through complex decisions regarding pensions, Social Security, taxes, investments, and healthcare with step-by-step support and concierge-level care. Our goal is simple: help you feel calm, prepared, and in control of your financial future.
Created to put clients first, always.
We are deeply rooted in our belief that we must always do what is right for our clients. Starting ProsperPlan was the best way to honor that commitment.
With more than three decades of combined lead advisor experience, Lauren M. Williams, CFP®, CRPC®, MBA, and Chris Grellas, CFP®, MSFA, went independent to build a firm with higher standards. A firm they would confidently refer to their closest friends and family. ProsperPlan Wealth was built on clear guidance, smart strategy, and real follow-through, with a relentless commitment to doing what is right for the client.
As Sacramento’s Favorite Financial Planner (2025), our mission is simple: help people create more peace of mind, more freedom, and a retirement they truly feel ready for.
The values that drive the people of ProsperPlan.
We are parents, siblings, volunteers, business owners, and proud members of the Sacramento community. If you are curious about the DNA of ProsperPlan, and how that guides us as financial advisors, human beings, and entrepreneurs, we believe you’d want to know that:
We chose the right profession.
As much as we love numbers, we care about people more. We’re careful listeners because we believe that truly getting to know you – your sensibilities, goals and dreams – not only makes for a more satisfying relationship, but it’s also the heart of a great financial plan.
We are a close-knit team.
ProsperPlan is the kind of team you do not have to worry about “turning over.” Our core team has been together for more than 13 years. That means you get continuity, strong coordination behind the scenes, and a group of people who genuinely care about getting the details right for you.
Your goals matter to us.
Your retirement is not just a financial event. It is your time, your health, and your family. We show up with care, stay proactive, and follow through to support you throughout the planning process.
ProsperPlan’s Vision for the Future
Our vision is to remain a boutique wealth management and comprehensive financial planning firm, rooted in our local community and built on long-term relationships. We want clients to feel known, supported, and confident, with clear guidance and consistent follow-through.
Over time, we aim to become a true financial home for generations, helping families grow and coordinate wealth, protect what they have built, and pass it on with intention. As we grow, we will stay intentionally boutique, delivering high-touch service with integrity at the center of everything we do.
Get to Know Us
Selecting a financial advisor is a huge decision.
We operate ProsperPlan with the understanding that you have choices.
And that’s why initial consultations are not only complimentary, but you’ll find meeting with us to be anything but obligatory or pushy.
Get to know us. If for any reason you don’t partner with us, then we encourage you to choose an independent, 100% fiduciary advisory firm exactly like ProsperPlan.
Together, there is much to gain.