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

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.

How to Prepare for Your First Meeting With a Financial Planner

5 MIN READ
Preparing for your first meeting with a financial planner doesn’t mean having everything perfectly organized, it means showing up ready to start an honest conversation about your goals.

Retirement Planning for Kaiser Permanente Employees

4 MIN READ
Retire confidently with expert financial planning for Kaiser Permanente employees. From pensions to 401(k)s and retiree medical benefits, ProsperPlan Wealth guides you through every step, including tax-planned income.
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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