Getting to Know You

Getting to Know You

In our initial meeting,we will start by listening. You’ll see this often in our approach – in order to help you, we need to understand your specific situation – and...
What We Do

What We Do

Move Forward? Your Financial Situation Find Areas for Improvement Discuss Potential Solutions Select Solutions Take Action Continuing Education
How Are We Compensated

How Are We Compensated

Our initial meeting is a No-Obligation Consultation. We listen to you. Then we go through a fun, interactive discussion outlining the process of becoming financially savvy through our program. If...

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    At prosperitydefined, we are primarily a source of financial education – money coaches, if you will. We don’t handle your money. We teach you how money works (it’s very simple, really!).

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    Contact us

    • 12903 Alcosta Blvd Suite C,
      San Ramon, CA 94583

    • 925.395.6885

    • By Appointment

    Copyrights © 2024. All Rights Reserved.

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