Prosperity Planning

Passionate about helping clients achieve financial goals, create budgets & planning for the future.

Welcome to Prosperity Planning. My name is Erika your Finance Coach from Orange, CA. I'm a mama of two and love helping clients meet their financial goals.

I have a background in mortgage lending, banking and budgeting

I've been working with clients to create budgets, pay off debt and save for retirement. I'm an excel nerd and passionate about financial planning. While on maternity leave, I decided to take my hobby and turn it into an official business.

I would love an opportunity to help you meet your financial goals.

Achieve Financial Success

Free Budget Template

1x1 Coaching Sessions

Learn Healthy Spending Habits

Budget, Goal Setting, Planning for Future Purchases & Life Events, Pay off Debt

Prepare for Retirement

Get Started

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