ProsperiTea Planning Information

Wendy Marsden, CPA, CFP® and Samuel P. Plotkin, CFA provide comprehensive financial services to clients through annual retainer agreement. Our clients receive investment advising, tax planning, tax preparation, and comprehensive financial planning services. We primarily work with individual families, estates, and occasionally small businesses. Who should work with us? Current ProsperiTea Planning clients include: +People who are trying to integrate a windfall into their lives; determining realistic goals, and then giving their money “marching orders” +People in early retirement trying to get their social security and retirement investments integrated the smartest way and ironing out cash flow issues with the help of a CPA/CFP® +People wondering when and how they can retire and/or send a kid to college (we’d be happy to help with a variety of goals, but these are the ones our actual clients have.) +Couples starting out, trying to make decisions about when to buy a house, how to pay off debt, how to combine households, how to budget +About 10% of our clients have investable assets less than $100,000, about 33% have more than a million, and the rest are somewhere in between. +About 30% of our clients are in the LGBTQIA community. (This is leftover from when we specialized in what used to be called “gay marriages”, but we now just call “marriages”.) +About 30% of our clients meet with us primarily through Zoom. +95% of our clients like dogs. We sometimes refer to ProsperiTea Planning as “Pet a Puppy Planning” as River (our Labrador Retriever) sees herself as a comfort dog and makes herself available to pet. Wendy hits the sweet spot that integrates taxes, investment advising, and financial planning.