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The ProsperWise Growth Plan – Fuel Your Dreams

Perfect for:

  • Early-stage entrepreneurs and freelancers 

  • Young professionals starting their careers 

  • Anyone looking to build, or rebuild, a strong financial foundation

One-time fee: $2500 CAD

Are you ambitious and juggling a million things at once?


We get it. You're passionate about your business, or career, but managing your personal finances might feel like a whole other venture. Between student loans, unpredictable income, and the constant hustle, it's easy to feel overwhelmed.


But what if you could gain financial clarity and confidence, so you can focus on what you do best – growing your business?


The Growth Plan is your financial launchpad. 


We'll equip you with the tools and strategies you need to tackle your financial challenges head-on and fuel your entrepreneurial dreams.

What We'll Do Together

Cash Flow Mastery:  We'll dive deep into your income and expenses, creating a customized budget that works for your unique situation. You'll learn to manage your cash flow like a pro, even with fluctuating income.


Debt Demolition: We'll create a strategic plan to tackle your student loans or other debts. You'll gain a clear path to financial freedom, so you can invest in your business and your future.


Financial Safety Net: We'll help you build a robust Cash Reserve so you're prepared for unexpected setbacks and can focus on growing your business with confidence.


Investment Ignition: We'll create a diversified investment portfolio that aligns with your risk tolerance and long-term goals. You'll start building wealth early, even with limited funds.


Hustle Protection:  We'll ensure you have the right insurance coverage to protect your income and assets, so you can focus on your passion without worry.

The ProsperWise Advantage


We speak your language: No financial jargon, just straightforward advice you can understand and act on.


We get the hustle: We understand the unique challenges and opportunities faced by young entrepreneurs and professionals.


We're your partner in success: We're here to support you every step of the way, offering guidance, education, and a community of like-minded entrepreneurs.

How it Works

1

Free Checkup 


Schedule a no-obligation consultation to talk about your goals, challenges, and priorities.

2

Personal Blueprint


Using advanced digital tools we'll craft a customized financial plan designed to fuel your journey.

3

Actionable Steps


We'll guide you through implementing your plan, setting up accounts, and making smart financial decisions.

4

Ongoing Support


We'll provide regular check-ins, answer your questions, and adjust your plan as your needs evolve.

What are the fees?

One-time fee: $2500 CAD

Annual review: $500 (reduced based on investments under management)


Ready to take your finances to the next level and unleash your full potential?

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