business & personal financial planning
Financial Planning for Entrepreneurs
Holistic business, financial, and personal planning designed with your journey in mind!
Owning a business takes courage! Two days never look the same, and rarely does a day goes as imagined. For any plan to succeed, it has to be as dynamic as your life. That's why our approach to planning looks at all of you. What drives you today? What future are you creating? And most important...who are you doing it for?
Work with prosperus
to build a life as big as your vision!
Our Unique Planning Experience
You deserve better than cookie cutter. Let's build your plan with our proven process!
Discovery
Let's get to know each other. What is working and what would you like to improve?
Planning
We develop you philosophy. Identify your starting point and goals to track progress.
Success
As you accomplish goals, new ones appear. Monthly sessions plus needs-based check-ins.
trusted by the best
Your Dynamic Planning Benefits
Say goodbye to hidden fees & commissions. Say hello to a plan made just for you!
Monthly Planning Session
Personalized Prosperity Plan
Shared Task Management
Net Worth & Investment Dashboard
Vetted Network of Professionals
Video, Email, and Phone Support
Areas of Focus
Our clients seek leadership on the topics below and much more!
Access to Funding
Business Value Growth
Cashflow Management
Exit Planning
Generational Planning
Health & Wellness
Investment Education
Legal & Tax Strategy
Life Phase Transitions
Marketing Advisory
Meditation Mentorship
Philanthropic Giving
Real Estate
Risk Management
Sales Channel Growth
Gratitude From Our Clients
Jordan Ross
8 Figure Agency
Scale your agency without working 14 hour days
Martin Hunter
Finance Professional
Ynez Latkowski
LuMa Grace
Independent creative director elevating brands
accepting new members
Join prosperus
Book an Intro Call
Learn more about how prosperus works and how it can help you!
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frequently asked questions
Why should I become a prosperus member?
If you are anything like our current members, you have big goals and believe it takes a team to achieve them. Perhaps you have been less than satisfied with a traditional financial planning offer, or you've been looking for someone to help take your business to the next level? If you are building something worth sharing, you will make an excellent fit to join our network. Our newsletter, podcast, and social accounts reach tens of thousands of people, and the best referrals come from consistent interaction. The more we get to know you, the easier it is to connect you to great people!
What is prosperity planning?
Prosperity planning is a holistic approach to business, financial, and personal planning. Our education and accountability system is custom tailored for entrepreneurs seeking something different. We co-create process and accountability around work-life integration, time management, finances, and technology.
How does prosperity planning differ from financial planning?
The goal of Prosperity Planning is to transcend the "What" of your financial plan and focus on the "Why" that drives your personal life mission. Our collaboration will provide the basis for creating a unique "How" for living your dream without the bias or limitation of any one service provider. N8 Ventures LLC does not provide financial advice, recommend or solicit purchase of any securities, sell any financial instrument/insurance products, or take custody of client assets.
How do the monthly/annual plans differ from the enterprise plan?
The monthly and annual plans represent our standard membership offering. This is suitable for an individual looking for our core planning membership.
Our enterprise plan is a custom offering for a deeper dive into your business. This plan is suitable for members looking to do comprehensive exit planning to prepare their business for sale, or who are looking to bring on a dedicated executive advisor to work within their existing team. We have brought creative direction to marketing departments, developed financial models for new service offerings, and sourced talent for new teams.
What is exit planning?
- Exit planning is an intentional process to holistically balance:
- Personal - What does life look like now and after an exit?
- Financial - Have you planned properly for wealth goals?
- Business - Have you created enterprise value worth acquiring?
- An exit plan asks and answers all the business, personal, financial, legal and tax questions involved in transitioning a privately owned business.
- It includes contingencies for illness, burnout, divorce, and death.
- Its purpose is to maximize the value of the business at the time of exit, minimize taxes, and ensure the owner is able to accomplish all his or her personal and financial goals in the process.
