Professional financial planning, with a real person for $50 per month?
too good to be true.
Changing the Industry
Prologue is a subscription based financial planning and coaching service. Why subscription based? Because it allows us to work with you where you are, so we can help you get to where you want to be. Most advisors have minimums, either for your net worth, or for assets of yours that they manage. This means they won't help you unless you are already wealthy. Some advisors without minimums rely on commissions, leading to transactional relationships that leave financial planning by the wayside.
We want to change the way financial advisors work with their clients, with a commitment to making financial planning more available and inclusive.
You're more than a number. It's high time financial advisors understood that.
Personal finance can be complicated. Your relationship with your financial advisor shouldn't be.
Are you ready to take control of your financial life? Do you want commitment, understanding, and accountability from your financial advisor? Consider Prologue. Prologue is there for you whenever you need it. You're invited to a one-on-one meeting each month, and can contact your Prologue advisor at any time. Life doesn’t only happen from 9 to 5, Monday through Friday. A lot of big purchasing decisions are made on the weekend, and emergencies can crop up any time. Some people like to say that calling your Prologue advisor is like calling a trusted friend or relative, who just happens to know a lot about finance. We like the sound of that.
Here's a run down of the services Prologue provides:
Monthly check-ins with your advisor
Q&A on demand with your advisor
Investment allocation advice
Debt management coaching
Review of work benefits
Ready to get started? The next steps are simple: Give us a call at (816) 792-5072 or schedule a meeting using our online tool. There's never a charge for your first meeting. Not sure if Prologue is right for you? You can always take our Prologue Assessment.
Frequently Asked Questions (click to expand)
Robert and Stacy
Robert is a computer scientist and Stacy is a university administrator. They are mid-career professionals with almost 100% of their invested wealth in workplace retirement plans. They felt they were doing a lot right, but with a young daughter, wanted to be sure her education and their retirement were on track. Through Prologue, Robert and Stacy were able to develop a game plan for funding their goals, work to optimize their tax situation, and begin to invest outside of work.
Tate is an HVAC installer who has just completed his training. He has a young family. In his teens and early twenties he got into significant credit card debt, and while his new career provided more income, he still felt he was not living within his means. We worked with Tate to review the entirety of his financial situation and develop a detailed budget and debt reduction plan. Tate decided to consolidate his debt with a lower-interest personal loan, and relied on us for support and accountability has he aggressively paid down the balance.