What We Do

  • Move Forward?
  • Your Financial Situation
  • Find Areas for Improvement
  • Discuss Potential Solutions
  • Select Solutions
  • Take Action
  • Continuing Education

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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

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