Planning for Prosperity

Planning for Prosperity was created with the main focus of educating and providing support to individuals facing financial decisions at various stages of their lives.

About us

The materials were developed by a team of financial professionals from each of the specified fields. Based on their research and experience the authors were able to provide the users with guidance on various financial topics.

When looking at the sources of information consumers are exposed to, the Consumer Financial Protection Bureau (CFPB) wrote in their November 2013 paper "Navigating the Market" that the financial services industry spends roughly $670 million each year on education, a trivial amount in comparison to the $17 billion spent on marketing products to consumers. We hope the information provided in this site will help users improve their financial literacy and meet their life goals.

"When consumers receive the vast majority of their financial information from companies that are trying to promote an image or sell products, consumers have very little unbiased information"
~ CFPB director Richard Cordray

Service details

Goals

Build awareness of the importance of financial education.
Develop knowledge and skills by educating individuals on the core financial competencies.
Identify, enhance and share effective practices that will assist individuals with making the best possible decisions regarding their financial futures.
Offer a cost efficient and easy to understand option for individuals to improve their fiscal plan allowing them to realize financial success in the future.

Product Description

The product consists of a series of financial education books that are available in downloadable and audio book format on our website for easy access by subscribed members.

Additionally on the site, we have included a series of audio segments from the weekly Planning for Prosperity radio show. These audio files may also be downloaded so that you can take them on the go and review when your schedule allows. The topics covered in the audio segments mirror the topics in the various books, and although they do not cover the books word for word they are designed to improve your understanding of the topics. Users will also be invited to webinar events that we will be hosting on various topics that we believe are of importance to your employees.

Security

The site is a secure site with encrypted access codes. Access to an individual’s site may only be done by the enrollee member with their private secure user name and passcode. Users’ demographic data as well as any information that is entered while utilizing the system will not be shared or sold to any third party sources. The access codes and passwords are unique to each individual and are not collectively known to anyone else. In the event that a user forgets their password they will have the ability to reset on their own. If for some reason this does not resolve the problem a temporary password will be provided to the user who will be required to reset the password upon their subsequent login to the system.