Agatha Johnson| CFP®, CPWA®, Certified Executive Coach
Prosperity Wealth Management
- Financial Planning
- Generational Wealth Planning
- Wealth Management
- Financial Education
- Wealth Education
- Investment Management
- Estate Planning
- Insurance Planning
- Life Coaching
Sioux Falls, SD
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Agatha Johnson is a Sioux Falls, SD Fee-Only Financial Planner serving Sioux Falls and all surrounding areas. Prosperity Wealth Management, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Agatha Johnson is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Aggie's been there... Agatha Johnson started Prosperity Wealth Management to go beyond the financial planning process. She's been working in the financial services industry for over 20 years. What sets her apart from everyone else is the ability to listen, understand and then focus right on the core of everything that matters to her clients. She goes far beyond what most advisors do by understanding values, emotions, motivators and drivers that both stop us from acting, as well as, accelerate us to accomplish our goals. Aggie's unique skills help her understand you and your family's needs, and is then able to coordinate them in a way that all parties are excited about moving forward.
Our Holistic Approach Evolves With You
Consider that when you approach your wealth
holistically, different dimensions are evolving but not always with the same pace and direction.
Financial • Creating clear and realistic expectations among the heirs. Teaching all heirs values and responsibility about managing wealth. Generating a sense of responsibility and capability to support the long term strategy.
Structural • A written Family Constitution. Regular meetings of family councils, assemblies and boards. Accountability and clear communication to beneficiaries.
Family • Generating respect and trust by regular communication. Healing past misunderstandings and hurts. Ability to listen and learn from each other.
Societal • Expressing their values in the community through
action. Involving all family members in service and philanthropy. Human • Initiating age appropriate discussions about money with heirs. Building self esteem and identity independent of having money. Helping heirs develop a sense of purpose for their lives.
Developing skills and capability to make their way independently.
Spiritual • Understanding the deeper meaning and purpose of wealth in their lives. Family mission and values statement. Telling the family story to the next generation. Talking together about values and what is really important.