At Prosperity Connection, our best-in-class coaches work with you to set achievable goals, create personalized action plans, and build savings for the future. We want you to achieve your financial dreams!
The fundamental characteristics of our coaching philosophy are:
You lead the way
You determine what your goals are and ultimately make the decisions for how you want to reach them.
Your coaching experience is personalized to you
There is no one-size-fits-all path to reaching your goals. What works depends on where you are and what makes sense for your life. Your coach tailors their approach and coaching relationship to fit your needs and situation.
We keep you accountable while you keep moving forward
You make progress toward your goals by breaking them into manageable steps, with support and check-ins along the way.
You make the decisions
You will learn about your options and choose the path that feels right for you.
You build skills that last
You gain the knowledge, tools, behaviors, and skills to sustain progress and confidently work toward your goals for the long term.
You are supported without judgment
Your experiences, culture, family, values, personality, and background all shape how you see the world and define success. You deserve support that respects and honors your unique perspective.
In your first session, your coach will ask you many questions to learn more about you, your situation, your values, goals, behaviors, and any challenges you may have. This will help your coach know how to best support you and it can help you think more deeply about yourself, your values, and your goals.
In the following sessions, your coach will conduct a credit report review and help you create some concrete goals and action steps. They’ll give you some options, and you decide what works best for you! This will take work—you will have homework after every session to push you along your journey toward achieving your goals. Your coach will keep you accountable and support you throughout it all.
To see some of the success our clients have had, check out our blog.
After years of experience working with folks at various stages of life, we have found that people get the most from financial coaching in certain situations. If you think you are ready for coaching, check out the lists below to see which column describes you best.
Not Ready for Coaching Yet
Ready for Coaching
That’s ok! We want you to focus on your basic needs first, so you have the safety and security needed to support your financial journey. If you’d like some resources to help you build a strong foundation, check out our suggestions below:
Disclaimer
Financial coaching services provided solely on an advisory basis and provided with the understanding that Prosperity Connection is not engaged in rendering legal, tax, financial, counseling or other professional services or advice.
Akeem Smith (He/Him)
Mindy Pluma (She/Her)
Otis McClure (He/Him)
Genise Lay (She/Her)
Jeff Lash (He/Him)
Regina Fowler (She/Her)
Aaron Tucker Jr. (He/Him)
Nikol Theberge (She/Her)
Anniece Robinson 
Elizabeth ‘Liz’ Myers (She/Her)
Joyce Kampwerth (She/Her)
Allison Cook (She/Her)
YaNan Bledsoe (She/Her)
