Want to Know More About Money?

At Prosperwell Financial, we are passionate about taking complex, boring and overwhelming financial matters and making them fun, interesting and easy to understand. If you are looking for resources that share an understanding of life experiences with sensible financial planning knowledge, check out our series of books, seminars, workshops, media and events.

Raymond James does not provide legal advice.

Topics include:

  • Job Loss: Taking Control and Persevering
  • Starting or Selling a Business
  • Helping Business Owners Flourish
  • Investing Your Wealth
  • Budgeting: Overcoming the Pitfalls
  • Road Map to Retirement
  • Divorce
  • Re-Engineering Retirement
  • Women, Money and Happiness
  • Estate Planning
  • Saving for College: Where do I begin?
  • Money 101