what
Core is a two-hour, 1:1 process that addresses the following aspects of your financial life:
Move from avoidance to excellence in your financial behaviors.
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Stories
Learn simple systems that help
you grow your wealth.
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planning
Integrate tools to help you track your financial goals.
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budgeting
tending
I have had the most empowering and supportive experience working with Susan to upgrade my financial prosperity model. I went from feeling very overwhelmed, rushed and anxious with my finances to a stable, consistent and self-reliant practice of tending to my money garden. I feel more equipped and resilient for the coming ebbs and flows as I grow my business and manage my assets. What a lifesaver!
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L. Fisher
why
Do any of the following feel familiar?
"I make good money but never seem to have any. I don’t understand where my money is going."
"I’m too busy building and running my business and servicing clients that I’m not paying attention to my personal finances and I know I’m missing the ball."
"I feel overwhelmed and confused by money and need help knowing what to do with it."
"I want to be smart with my money but don’t know where to start."
"I lack clarity around how to build a secure financial future for myself. and know that if I had some guidance, I could get there."
"I’m starting my own business and don’t know how to value my offerings or how to create a personal financial strategy."
If so, then you know it's time for a change.
Let's set you up to prosper.
how
You will learn…
basics
A simplified way to approach your finances.
management
A practical approach to track your money and your financial objectives.
finance 101
your numbers
Self-Valuation
How to confidently value your time if you work for yourself.
growth
How much of a raise you need each year if you work for someone else.
And more…
You will receive…
tools
*(must have access to Google Sheets)
clarity
Optics to plan for your financial future.
You will create…
empowerment
An immediately actionable pathway to financial wealth for yourself, wherever you are in your financial journey.
Working with Susan made imagining my future a hopeful experience. Having a clear image of my finances has been empowering and attainable. I appreciate the practicality of this modality as well as the flexibility to play with different scenarios. I would absolutely recommend working with Susan for clarity and peace of mind.
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V. Lopez
faq's
What can I expect?
A safe, confidential container for you to honestly examine your money and build a new relationship with it. We go at the pace that feels appropriate to your nervous system. For everyone it is different. Some people have very little emotional charge. For others, it can bring up a lot. We take it one step and one breath at a time. By the end of your session, you will be able to confidently take the reins and continue on your path to wealth.
Am I required to share any of my personal financial information during our session(s)?
You will share only what you feel comfortable sharing. I have set up this process to be fully confidential if you prefer, with no impact on the potency of what we will accomplish. You will reap all the benefits while maintaining the confidentiality of your financial position and life if you so choose.
Where do sessions take place?
Via Zoom. The link and password are included in the calendar invite I will send.
How long is the session?
2 hours. This gives us plenty of time to cover everything and to address all the questions you may have.
What do I need to prepare?
You will receive an email in advance of our session detailing the steps you need to take to before we meet.
Are you a financial advisor?
I am not a financial advisor, I am a Prosperity Advisor. Financial advisors support with specific investment and/or retirement recommendations. As a Prosperity Advisor, I support the holistic considerations of your money - this work is as emotional as it is financial - with an emphasis on wealth creation. I help bring clarity and order to your money and help you map your clear path to wealth. If there are specific financial needs you wish to explore that go beyond my domain of expertise, I can refer you to specialists.
About
Susan Barnes
prosperity advisor
I support people from all walks of life to clean up and clarify their personal finances. The first decade of my career was spent in financial accounting in the field of asset management. Most of that time was as the Controller of several elite hedge funds.
I left the industry to pursue a different calling, one where I could impact as many people as possible. Prosper was borne out of that pursuit. Today, I now help others get to a place of prosperity they’ve yearned for but didn’t know how or where to begin.
Prosper
Prosperity looks good on you.