A2P: ASCENT TO PROSPERITY™
Charting the Path to Prosperity
Reaching Your Personal Fiscal Peak
RJ Patterson is dedicated to helping individuals and families reach financial success and fiscal security—the pinnacle of prosperity. Through our expert financial consulting and financial planning services we help people achieve financial independence. Comprehensive financial research, insightful financial information, strategic retirement planning – these are the tools we utilize to help clients on their climb to financial planning success.
Financial Planning for a Lifetime of Successful Treks
This vision of success means many things to many people— there is no generic template for achieving “success”. Smart financial strategies, and understanding what it means to you is the first step on the journey to reaching your personal financial summit:
What does success look like to you?
What will you always spend your money on?
What can you say “No” to?
What is your “motto to live by”?
Who do you want to be?
When you know your WHY, you’re ready to begin your personal A2P: Ascent to Prosperity!
RJ Patterson:
Your Personal Wealth Sherpa
Can you imagine making it to the top of Mt. Everest without the help of a proven guide—a Sherpa—who possesses the experience, expertise, tools, and understanding of the dangers along the way to guide you on the path to success? Of course not.
The same expert guidance is required to achieve success on your Ascent to Prosperity. From basecamp to summit, RJ Patterson acts as your personal “Wealth Sherpa,” coaching and supporting you on your journey to financial success and fiscal security.
We help you make the right decisions along the way, guiding you on the path leading to your personal Ascent to Prosperity.
Finding Your Peak: The Path to Success
While every Ascent to Prosperity is as unique as the individuals who undertake the journey, RJ Patterson has created a proven path to success for all:
BaseCamp: Define Your Baseline
Determining “success” — what you can and cannot live without.
Camp Alpha: Gearing Up
Selecting the tools, processes and financial “equipment” for your journey to the summit.
Camp Bravo: Starting the Climb
Utilizing support, expertise and tools to achieve successful decision making.
Camp Charlie: Navigating the Trek
Climbing with expertise and confidence – making decisions with full awareness.
Summit: Reaching the PEAK!
Achieving success and repeating the process. What is the next goal? The next summit?
Are you ready to begin your Ascent to Prosperity? Get started today Financial Planning Tools
Financial Planning Tools
Helping you to achieve peak fiscal fitness and position your financial assets for continuous growth.
Fiduciary Services
Fiduciary Services
Tailored, transparent guidance to help every client realize both investment and life goals.
Pro Athlete Consulting
Pro Athlete Consulting
Transforming the wealth created on the field into long-term financial success.
Retirement Plan Design
Retirement Plan Design
Creating the path to long-term financial success and fiscal security in retirement.
Investment Management
Investment Management
Utilizing our expertise to help clients become confident, successful investors.
Financial Planning Tools
Financial Planning Tools
Helping you to achieve peak fiscal fitness and position your financial assets for continuous growth.
Fiduciary Services
Fiduciary Services
Tailored, transparent guidance to help every client realize both investment and life goals.
Pro Athlete Consulting
Pro Athlete Consulting
Transforming the wealth created on the field into long-term financial success.
Retirement Plan Design
Retirement Plan Design
Creating the path to long-term financial success and fiscal security in retirement.
Investment Management
Investment Management
Utilizing our expertise to help clients become confident, successful investors.