THE METHOD — TEAM-DELIVERED, FOUNDER-PRESENTED
Built for keeps.
The KEEPS Method™ is how ProsperiFi plans — the same doctrine we run for family offices, packaged as a five-stage system a dedicated planner delivers for you: Know the Score. Expose the Fault Lines. Engineer the Cash Engine. Pull the Trigger. Stay Rich. One flat fee, in writing. One founder-delivered Score Reveal. Zero products for sale.
Five letters. One system.
Every stage ends with something in your hands — a score, a ranked list, a working plan — not a meeting about a meeting.
Know the Score
Your Wealth Builder Score™ result becomes a full scoring of your financial life — every account, entity, policy, and obligation on one map, scored 0–100. You can't defend what you haven't measured.
Expose the Fault Lines
The four-pillar sweep — asset protection, tax exposure, concentration, continuity — surfaces where your plan actually breaks, ranked by severity, not by what's easiest to sell.
Engineer the Cash Engine
Your balance sheet gets wired to your cash flow: what funds what, what feeds compounding, and where every dollar stands watch. Structure first — products never.
Pull the Trigger
Decisions get made — in the room, in order, with deadlines. The Score Reveal is this stage's centerpiece: the founder presents your score, your fault lines, and the fix order, personally.
Stay Rich
Defense on a cadence: your plan re-scored as tax law, markets, and your life move, your planner on a named schedule, and the AI-native monitoring that never takes a quarter off.
Who does what.
You get a system, a team, and the founder — each where they're strongest.
Your dedicated planner
Runs your engagement start to finish — the scoring, the fault-line work, the cash engine, the cadence. Certified on the method, accountable to you by name.
The Shield team
Client service, investments, and strategy standing behind every engagement, coordinating the attorneys, CPAs, and insurance professionals already in your corner.
The founder
One seat in every KEEPS engagement is his: the Score Reveal. Your results, his read, across the table.
Advice that depends on one person's calendar isn't a system. This is.
KEEPS exists so the standard doesn't dilute as the firm grows: every planner runs the same five stages, scores against the same rubric, and escalates on the same triggers. The method carries the founder's doctrine — so you get the thinking without waiting on the calendar, and the Score Reveal when it counts.
Get your Wealth Builder Score and see where you startKnow your score before the market, the IRS, or life checks it for you.
Three minutes, twelve questions, free. If KEEPS is the right mandate, you'll know by the end of the first conversation.