THE 60-DAY FINANCIAL WELLNESS EXPERIENCE
A plan on paper.
A place in our lives.
A two-hour workshop begins a 60-day experience of learning, planning, and implementation for individuals and couples.
PROSPERA HERITAGE
For the ones
we’re building for.
Our money supports more than a list of bills. It supports the people, memories, and possibilities we care about.
Illustrative stock photograph · Fabricio Miranda / Pexels
Our Financial Wellness Portfolio. The overall digital tool is our personal workbook in Google Sheets.
WHAT’S INCLUDED
From the workshop to our everyday choices.
- 01
A two-hour workshop.
Time set aside for financial wellness education and the pieces of our plan.
- 02
A 35-page portfolio.
Our financial wellness portfolio gives the conversation a place to come together.
- 03
A personal workbook in Google Sheets.
A practical home for our plan throughout the experience.
- 04
60 days to put it into practice.
An implementation period that keeps the work connected to everyday life.
- 05
One private 30-minute consultation.
Included around Day 30. Couples share the included consultation. Additional 30-minute consultations are $50.
OUR 60 DAYS
Learning is the beginning.
The experience gives us time to connect what we learn to the life we’re actually living.
- The workshop
Set aside two hours.
Begin with the workshop and our portfolio and workbook.
- Around Day 30
Continue the conversation.
One included private 30-minute consultation; shared for couples.
- Through Day 60
Keep putting the plan into practice.
Continue implementation. Additional 30-minute consultations are available for $50.
PROSPERA HERITAGE
YOUR MONEY.
YOUR DIRECTION.
A two-minute pause. Three questions. One next step. Make room for what matters with our free monthly check-in.
Take our monthly check-inA FEW THINGS TO KNOW
Questions are welcome here.
01Is this for individuals or couples?
Both. Founding rates are $150 for an individual and $250 for a couple. Couples share the included private 30-minute consultation.
02Does an inquiry reserve a seat?
No. Your inquiry lets us follow up. We confirm availability, enrollment terms, and the next steps directly before a reservation is complete.
03What outcomes are promised?
We provide financial wellness education and practical tools. We do not promise specific debt reduction, credit scores, lending approvals, income, or other financial results.
THE CONVERSATION CAN START HERE
Let’s give our money direction.
Tell us what you’re considering. We’ll follow up with the details for your next step.