About Us
We have worked in the financial industry for over 25 years with purpose. We have proudly led innovative financial educational initiatives to increase financial literacy levels among executives, professors, physicians, staff, front line employees and so many others. Each one of these individuals represented a family, perhaps a parent, or a young adult just getting started with their career and financial journey. We encountered all these individuals at schools, businesses, hospitals and nonprofits, while engaged as an investment fiduciary to manage retirement plans for organizations.
In the process of serving the unique financial educational needs of these individuals, we evolved into passionate creators of accessible financial education resources, which also includes a free financial wellness fintech. We launched Prosperity Rise Mindset LLC to fill the gap in culturally relevant, bilingual financial literacy tools to ensure that everyone has access to critical information that can significantly impact their ability to create a better life for themselves and build generational wealth. From families navigating school expenses to women trying to close the pay gap to business owners planning wealth building strategies, our comprehensive materials help transform financial uncertainty into confident action.
Our Vision
We envision a future where every family and entrepreneur, regardless of background, has the knowledge and resources to thrive financially, creating generational wealth and economic empowerment.
Contact Us
We’d love to hear from you! Whether you’re interested in booking a workshop, licensing our materials, or learning more about our work, please get in touch.
Prosperity Rise Mindset LLC
