Since 2009, we have reached more than 50,000 individuals throughout the St. Louis Metropolitan area with group and one-on-one financial education services to empower residents of the St. Louis region to build their financial wealth and capability.
Prosperity Connection serves individuals and families in need of assistance with learning and developing money management skills.
Often, clients first attend a class before taking the step to start individualized financial coaching. Individual sessions begin with an assessment, goal setting, and creation of an action plan. Many clients start with a personal budget and frequently create new goals of building credit and purchasing an asset. Follow-up calls and meetings help clients with the more challenging piece of changing behaviors.
To ensure the success of each client, financial coaching staff track a wide variety of financial indicators including: credit score, debt, savings, assets (home, car), utilization of mainstream financial products, and financial confidence. These outcomes are tracked to shape the overall direction of consecutive sessions.