CFP®, CPWA®, Certified Executive Coach
Prosperity Wealth Management
Fee-Only financial planner located in Sioux Falls, SD, serving clients locally and across the country
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.
Agatha Johnson is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Agatha Johnson is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Agatha Johnson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Agatha Johnson is a Certified Private Wealth Advisor ® (CPWA®)
The Certified Private Wealth Advisor® credential is an advanced certification created specifically for financial advisors who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation, and distribution. Intended for current practitioners already working with high-net-worth clients, CPWA® designees must have a full five years of work in financial planning, investment management and retirement planning.
Contact Agatha Johnson
5024 S Bur Oak Pl
Sioux Falls, SD