HELPING BUILD TRUE WEALTH AND LASTING LEGACIES

One family tree at a time

About Us

Plan to Prosper Wealth Management was founded in 2010 by Jane Braun after raising 5 children in Coronado. She entered the financial industry over 40-years ago and is now joined by her CPA daughter Sheila and daughter-in-law Kelly. There is nothing that brings more joy to the team at Plan to Prosper than helping families achieve their financial goals and live well.

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Who we serve

We serve clients who value family, wellness and personal connections in everything they do from life to business. We provide tax-smart wealth management strategies designed to benefit you today, and provide for you and your loved ones tomorrow.

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Investment Management

We create strategies that are tailored to your needs and goals.

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Tax Minimization

We provide tailored, tax-smart strategies to help you thrive financially.

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Retirement Planning

Years of experience have prepared us to guide you through your life transitions.

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Risk Management

Helping you protect what matters to you most.

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Let us get to know you

Are you wondering if we are a good fit? Contact us for an introductory meeting. We offer a complimentary portfolio review and an overview of asset protection strategies.

We also provide a detailed explanation of how we get paid.

Relationships come first in our business. Transparency, experience and knowledge are the pillars of our success.

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Our founding principle is that prosperity is defined in terms of wealth, health and personal relationships.

As investment advisors, we believe that true wealth deals with so much more than money. Financial freedom involves having an income that cannot be outlived and leaving a legacy for the people and philanthropic interests we love.

If you are already a client of Plan to Prosper, you’ll be able to use this website to access your account, educate yourself using up-to-date information about the capital markets, and learn about upcoming Plan to Prosper events.

If you’re not yet acquainted with Plan to Prosper, we’ve established this website as a way for you to get to know the team and learn how we can design a personalized road map to help you pursue your life goals.

We appreciate your interest in Plan to Prosper and welcome the opportunity to serve you.

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