Empowering families
“The business of banking ought to be simple. If it is hard, it is wrong.”
What we do
We help families and individuals develop the financial confidence and skills to manage their investments and own their financial destiny. (learn more)
How we do it
We help you create and manage an investing partnership for your family where everyone, from middle school students to adults participates in decisions and results. Then, we deliver a structured curriculum of age-appropriate content and real world exercises designed to build confidence and skills. You can work on your own as a team, or we can help with coaching and advice from one of our ProsperWorks Advisors. (learn more)
Why
Too many people and too many organizations have an interest in making this stuff look hard. And, we’ve seen too many people struggle with making their money grow for them, and give up, or not try. We’ve shown it can be different and we feel a responsibility to be that change we want to see. (learn more)