Small Business Finance

Small Business Finance

Implementing a cash flow management system is crucial for small businesses. The business owner recognizes the difference between cash flow and income. We often hear business owners say they are...
Advice for Investors

Advice for Investors

An investor’s greatest need is access to capital. When the investor has access to capital, opportunities seek them out and track them down! The “deal-of-the-century” seems to always knock at...
Saving for College

Saving for College

There is more to saving for college than putting away a certain amount in a 529 plan, UTMA, UGMA, prepaid tuition, or other such accounts. Many families underestimate the impact...

Request a Consultation

    • captcha
    footer-logo

    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!).

    Quick Links

    Contact us

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

    • 925.395.6885

    • By Appointment

    Copyrights © 2024. All Rights Reserved.

    Footer-logo