Lisa Meline's Contact Details

Lisa Meline's Company Details

PrairieFire Wealth Planning

West Des Moines, IA, US • 5 - 9 Employees
Financial Services

By clearing away the remnants of the past, a prairie fire sparks new growth. This same principle applies to your financial priorities. Often your most deeply held aspirations and values – the ones that should be driving your financial plans and strategies – are clouded by the complexity of everyday life. But by stripping away the old beliefs and preconceptions that build up over time, you can focus on goals that matter with a clear sense of purpose. This is the basis of our approach to wealth management. After many years in the financial services industry, we've found that client successes come from successfully uncovering your most essential goals, and pursuing them through a structured and actively managed financial strategy.The strategy we use is our P3 Planning Process™ - Proactive, Potential, Personal. This process helps us clear away old money messages, uncover the goals and priorities that really matter, and implement the financial strategies that we believe will have the greatest impact on you and your family.Speaking of family, our Customized College Planning Program (CCPP) is an eye opening experiences for both parents and their kids. Our college planning software automatically calculates your College Pre-Approval™ amount. This idea is similar to a home buying pre-approval given the similar costs of a home and college. Our software includes many college planning necessities including your EFC calculation, if you qualify for need based or merit based scholarships. Your out of pocket costs for each college on a 1 year and four year basis as well as student loans.Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. PrairieFire Wealth Planning is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.