Set Me Up
Some folks need help getting the money-management part of their business or family started. If it’s been haunting you but you just don’t know where to start, or if you just don’t want to take the time to set your envelopes and accounts up, this service is for you!
What is it?
Handholding, personal care, and guidance to implement financial systems for your business and/or family life by a member of the Prosperity Coaching Team.
Who is it for?
Families: maybe you just finished Dave Ramsey’s Financial Peace University, or maybe you just stumbled across Prosperity and know that spending on purpose is for you! It’s possible that you feel overwhelmed on where to start… this service will be a great fit for you! A member of the Prosperity Coaching Team will set up your envelopes and accounts based on a worksheet you fill out, then do a 1-on-1 training session for you.
Business Owners: whether you’re a new business or a seasoned one, this service is great for you! A Prosperity Coach will help guide you and build your business books – from the envelopes to the category associations you might use. Just like the families who use this service, you’ll fill out a form and our team will take it from there. We build the infrastructure for your financial success – you take it from there.
How does it work?
You fill out a simple form. The form helps your Prosperity Coach learn what you're making on average, and what you're spending. After initial analysis, your Coach will set up the following:
- The Envelopes and Spending Plan goals
- Income and Expense categories
- All accounts you want in your portfolio
- The credit cards you want in your portfolio
- Associations between Categories and Envelopes
- Beginning balances and allocate them for you
- A phone call to give you a white-glove tour of all the customization done on your behalf
What does it cost?
Families: $69 per portfolio
Businesses: $129 per portfolio
If you would like to take advantage of our Set Me Up service then click the appropriate Set Me Up button above. After you’ve purchased Set Me Up, you will receive all appropriate forms and protocol via email.
Please note, you cannot take advantage of this service unless you have an active Prosperity account.