Live well, retire better.

Our Approach

At Podium Prosperity Group, our approach is defined by three stages:

Develop - Manage - Protect

The degree of depth at which we serve you depends on the Podium Package mutually determined to be right for you: Bronze, Silver, or Gold.

How do we determine which approach is best for you?

As with our entire program, we listen to you and work with you to determine your plan.  It all starts with a conversation, which is the first step in the DEVELOP phase.

Your complimentary 90 Minute “Fit-First” Consultation

  • Program review
  • Is our program right for you?
  • Which package is best for you?
  • Scheduling your program 

We begin with a 90 minute “Fit-First” Consultation to meet each other and determine if there is a good fit to work together.  This Fit-First consultation is complimentary for a very good reason.  We want you to get to know us, and of course we want to know about you – your current status as well as your fitness and financial goals.  We review the Fiscal Fitness Plan together so you know exactly what to expect from each step of your training.  This will also help to clarify whether our Bronze, Silver or Gold program would be best suited to your needs.

Next, once you have decided you want to work with our Fiscal Fitness Program, we establish an agreement of commitment level and an achievement schedule. 

Once this process is underway, we promise to work with you as your coaches for as long as you would like us to.  We know ongoing coaching make a difference in accomplishment level.

“As triathletes, we train for an individual sport but rarely get to the finish line entirely on our own. Seeking expert knowledge, motivation and constructive criticism may have more of an impact on your overall success than any other singular component of your regimen.”

Call us today to schedule your “Fit-First” Consultation.  You’ll be glad you did.