925.395.6885 
12903 Alcosta Blvd Suite C, San Ramon, CA 94583
By Appointment
925.395.6885 12903 Alcosta Blvd Suite C, San Ramon, CA 94583 By Appointment 
Has “typical” financial advice helped us or hurt us in the long run? What did people do 40 or 50 years ago before “the financial planning industry,” and were we better off then?
Go behind the curtain to discover the dark secrets of the financial planning industry, as told by a former certified financial planner who left her firm to become part of a new economic movement and philosophy.
You’ll discover how “Prosperity Economics” provides a true alternative to typical financial advice and its shortcomings. You’ll learn about the 7 Principles of Prosperity and how to put them into action!
You CAN build wealth without Wall Street risks and worries. Financial Planning Has Failed will show you how!
Startling book reveals centuries-old wealth-building method.
If you knew about a 200+ year-old method to building sustainable wealth, safely and reliably, would you use it?
Most people gamble their financial futures using typical approaches; but as the stock market becomes more and more unpredictable, the danger of these strategies is becoming painfully obvious.
A powerful alternative to building sustainable wealth is to tap into the financial industry that is rated to be one of the strongest of all industries. And this same financial industry provides the perfect “sleep at night” account to hold your money while it grows tax-free.
Live Your Life Insurance shows you how to:
• Truly understand the advantages and disadvantages of whole life without the hype.
• Learn the whole truth about the costs and benefits of using whole life insurance cash value.
• Discover ways that the death benefit can be advantageous to the insured (not just the beneficiaries).
• Make money like the banks make money.
• Finance major purchases, expenses, even vacations in a way that keeps your money at work.
• Build a small business that acts big.
• Get a C.L.U.E. (control, liquidity, use, equity) about your money.
If you’re ready to tap into a resource that’s been around for over two centuries, but hidden by traditional financial institutions, then you’ll love this eye-opening little book. Discover surprising and viable strategies for developing prosperity at every stage of life – through your life insurance!
In Permission to Spend: How To Spend Your Principle, Save a Fortune on Taxes, Increase Your Cash Flow… and Never Run Out of Money! you’ll discover:
• How taxes are stealing your retirement
• The importance of “sequencing” how you spend your assets
• Why “living off interest” leaves you cash-strapped (and what to do instead)
• How Prosperity Economics strategies can increase your spendable income AND your net worth!
• A case study with financial software screenshots that Show You the Money
How much life insurance should you get? What policy riders should you choose? Ask the best questions to get the best policy for you.
How do you know what type of life insurance policy is best for you? What kind of company is best? Be savvy, ask questions, and avoid making a big mistake when applying for insurance!
How can you have more spendable income in retirement? Some of the seven strategies in this article may surprise you, but they can ALL translate into more cash flow for your future self!
In terms of safety, reliability, and returns, bonds just aren’t what they used to be! Learn what industry insiders are saying about bonds and why it may be time to replace bonds in your portfolio.
Can love conquer financial stress and conflict? Here are 10 strategies to help you communicate about money, build trust along with wealth, and live happily ever after.
Taking a fresh look at diversification and asset allocation through a Prosperity Economics lens, we show you why typical financial advice puts you at risk, and how to find financial balance.
Private lending just may be the oldest investment known to mankind. Learn why this investment model still stands the test of time.
Real estate can help you diversify your assets, but what if your real estate isn’t diversified? Discover concrete ways to make sure you aren’t taking on unnecessary risk in real estate.
How to Protect Your Financial Information in a post-Equifax breach world, how should we respond and protect our most sensitive personal information?
Shawn Achor’s breakthrough research that helps people from all walks of life to dramatically up-level their results!
What are your loved ones hoping you WON’T leave behind for them someday? These cautionary tales can help you leave the legacy you intend.
A compelling run-down of many different types of alternative investments outside of the market that won’t rise and fall with stocks. Many of these investments you can personally offer to your clients.
A thorough and entertaining explanation of Convertible Term Insurance and how to know if it’s a good fit for you.
A thankful poem that rhymes holiday wishes with the 7 Principles of Prosperity! Send as an email/ newsletter or post to your website.
What’s a guarantee worth? This article explains and celebrates the guarantees of whole life insurance and why they matter.
Fascinating, sometimes surprising research on the relationship between money and happiness.
A look at the fascinating facts that illustrate challenges and opportunities for women on the path to prosperity.
What is Prosperity Economics, and how is it different from typical financial planning? Discover why Prosperity Economics isn’t “new,” it’s really a codification of how the wealthy have always done things. (This article is mostly from the home page of ProsperityPeaks.com and can also be used as appropriate “introductory” reference or home page material.)
Addresses bank privacy concerns and civil forfeiture with a shocking real-life example. Are banks the safest place for your money? You might be surprised!
Who are those “risk assessment” questionnaires really protecting? This article helps investors see “risk assessment” and stock market risk in a new light.
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