BUILD A ROADMAP,
CREATE A STRATEGY,
AND EARN THE CHANCE
TO ACHIEVE YOUR
FINANCIAL DREAMS.

PROSPR Fit Packages
PROSPR Newlywed Package
PROSPR Groups

Discover four phases to your financial
success: The 4P’s of MONEY TM

Discover four
phases to your
financial success:
The 4P’s of MONEY TM

PRESENT

Understanding today: We create a picture of your financial reality and how it affects you. We connect your actions to your money history and develop an understanding of your money mindset, limits, and your opportunities for success.

PICTURE

Envisioning the future: We delve into a deep understanding of your finances and how they relate to yourself, your spouse, and your work/life balance and goals. We draw up your vision – of 1 year, 5 years and 10 years. It’s detailed, it’s real, it’s yours.

PLAN

Creating your budget: Here’s where we strategize. We crunch numbers, we talk possibilities, we map your goals. Next, we create your budget and cash flow calendar. What follows is a specific timeline with dates and actionable to-do items, directly inspired by your vision.

PROSPR

Monitoring and feeling the peaceful power: This is where you track your actual to budgeted expenses. It may be hard work but the tug of second chances, your vision and accountability keeps the momentum going. We measure your accomplishments and help you strive for more.

WITH EACH
PACKAGE YOU
RECEIVE:

  • Actual one-on-one coaching for a tailored and unique plan
  • Simple homework assignments to reinforce your sessions
  • Access to easy-to-use, specialized PROSPR software programs
  • Connecting with Simi throughout the program via text, email, or phone
  • Clear actionable goals that you know you can reach

WORKING WITH PROSPR GETS
YOUR MONEY MUSCLES FIT.

Explore the packages we offer

Jump In!
Learn skills to achieve financial clarity.

Jump In!
Learn skills to achieve financial clarity.

Our Basic Package

Packages start at $1,977.00 – Payment plans available

This package is perfect for you if one or more of these statements sound familiar:

  • You have no idea where your money is going.
  • Money management is so complicated! I can never figure it out!
  • Why can’t I spend my money where I WANT to, instead of where I HAVE to?!
  • I am so stressed, I can’t even think about money!

The good news…

With our Jump in! package you will:

  • Dive into your in depth 75 minute Discovery session with your dedicated Financial Coach and discover your money personality!
  • Receive 6 additional One-on-One sessions with your Financial Coach as you chart your money future
  • Know where your paycheck goes every month
  • Learn simplified money management using your Automated PROSPR Plan™ software
  • Create your own custom Spending Plan
  • Schedule a 15 minute PowerCall with your Financial Coach if you want to check in, or have a question
  • Dive into your in depth 90 minute Discovery Session with Simi and discovery your money personality!
  • Receive 2 additional One-on-One sessions with Simi as you chart your money future
  • Know where your paycheck goes every month
  • Create your own custom budget
  • Get unlimited tech support via email and WhatsApp for 3 months from PROSPR staff
  • Schedule a 15 minute PowerCall with Simi if you want to check in, or have a question.

You get to keep your personalized PROSPR Plan 2023 software to:

  • Automate your transactions – no more writing, tracking and analyzing each transaction manually
  • Get a clear view of your money, all in one place. Money management made easy!
  • Learn your money values, and create a Spending Plan to live by them
  • Gain control as you automatically track you monthly spending plan for a full year
Let’s Talk

Work Out!
implement changes to break through your status quo.

Work Out!
implement changes to break through your status quo.

OUR INTERMEDIATE PACKAGE

Packages start at $1,977.00 – Payment plans available

This package is perfect for you if One or more of these statements sound familiar:

  • My cashflow management skills are terrible.
  • Some months I earn more and some months I spend more. How do I manage that?
  • My debt keeps on increasing, and worse, earning more money isn’t helping!
  • Money stress is effecting my life!

The good news…

With our work out! package you will:

  • Dive into your 75 minute Discovery Session with your dedicated Financial Coach
  • Receive 12 additional One-on-One sessions with your Financial Coach and get all the JUMP IN! Package benefits plus:
  • Create a strategic 12 month cashflow management plan using your automated PROSPR Plan software to manage the “Feast and Famine” cycle.
  • Work with our automated “Bucket System” approach that allows you to have the money you need, when you need it.
  • Learn your and your spouse’s different money mindsets and work together without the stress.
  • Use your automated Debt Calculator to plan an achievable approach to reducing your debt as quickly as possible.
  • Schedule two 15 minute PowerCalls with your Financial Coach

You keep your personal PROSPR Plan 2023 software to:

  • Create and fine tune your Spending Plan
  • Track and compare your monthly Spending Plan automatically
  • Work with your Debt Calculator and follow your debt payoff schedule
  • Use your Bucket System to help have money available, when you need it
Let’s Talk

MIND MONEY HEALTH!
Where the spreadsheet meets the couch!

MIND MONEY HEALTH!
We’ll monitor your progress to keep your vision on track.

Our Master package

Packages start at $1,977.00 – Payment plans available

This package is perfect for you if one or more of these statements sound familiar:

  • You need a significant shift in how you’ve been managing your money as a couple. You want to reverse the conflict that’s part of every conversation.
  • You’re stuck in a vicious financial cycle and can’t seem to break it.
  • You are making enough money, but still have a lot of stress and feel that financial management is not enough.
  • You’re facing a major life change, such as: retirement, a second marriage or divorce, and you need guidance.

The good news…

With our mind money health! package you will:

  • Dive into your 75 minute Discovery Session with your dedicated Financial Therapist
  • Receive 11 additional financial coaching sessions with your dedicated Financial Coach
  • Receive 4 additional Money Psychology sessions with your Financial Therapist
  • You will:
  • Get all the benefits of our Intermediate Work Out! Package
  • Explore the emotional and behavioral side of money so you make smarter decisions
  • Uncover your Money beliefs and how they help/hurt you
  • In a relationship, identify both of your Money Scripts and how to work together with that understanding

You keep your personal PROSPR Plan 2023 software to:

  • Create and fine tune your Spending Plan
  • Track and compare your monthly Spending Plan automatically
  • Work with your Debt Calculator and follow your debt payoff schedule
  • Use your Bucket System to help have money available, when you need it
Let’s Talk

Mind money fit!
transform your relationship with money, individually and as a couple

Mind money fit!
transform your relationship with money, individually and as a couple

Our ultimate package

Packages start at $1,977.00 – Payment plans available

This package is perfect for you if one or more of these statements sound familiar:

  • You have long term stress and/or relationship conflict around money.
  • You’ve tried to stick to a budget and can’t, even though you know it’s important.
  • Thinking about your financial life fills you with shame, frustration and anxiety.

The good news…

With our mind money Fit! package you will:

  • Dive into your 75 minute Discovery Session with your dedicated Financial Therapist
  • Receive 11 additional One on One Money Psychology sessions with your Financial Therapist
  • Receive 6 additional One on One financial coaching sessions with your dedicated Financial Coach
  • You will:
  • Get all the benefits of Our Mind Money Health! Package
  • Take a deep dive into the emotional and behavioral side of money
  • Master your money personality and live your money life consistent with your values while achieving your goals
  • Transform your relationship with Money, individually and/or as a couple

You keep your personal PROSPR Plan 2023 software to:

  • Create and fine tune your Spending Plan
  • Track and compare your monthly Spending Plan automatically
  • Work with your Debt Calculator and follow your debt payoff schedule
  • Use your Bucket System to help have money available, when you need it
Let’s Talk

Looking for something else?How about an interactive webinar – for you or someone you love – from the comfort of your couch?

Contact us for more information
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AFCPE
FTA
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© PROSPR Financial Wellness 2022
315.9.PROSPR (315.977.6777) info@prospr.fit

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Kimberly Olson, AFC Candidate

Financial Coach

Kimberly brings her many years of experience as an analyst and accountant to the PROSPR Coaching team. Her desire to help others overcome their obstacles and achieve financial freedom has led her to pursue financial coaching with PROSPR.
Kimberly has passed the rigorous Accredited Financial Counselor® exam and is in the process of completing her certification. In her spare time, she volunteers at a number of community centers helping those in need of financial counseling. She enjoys spending time outdoors with her family and dog in her home state of Minnesota.

Meir Neiman, MBA

Financial Coach

Meir has been the recipient and received the benefit of PROSPR financial coaching. He has a deep passion for passing those benefits on to others.
Meir earned his MBA in Business Administration with a concentration in Finance from Bellevue University. He has 10+ years of experience in the financial services area, specifically in the complex Home Buying or Mortgage process.
Meir lives in New Jersey with his wife and 6 children.

Ariella Gofman, FFC

Lead Financial Coach

Ariella is a Certified Family Financial Coach, certified by Esh Lidor, and a Certified Financial Literacy Educator, certified by Mesilla International. She is passionate about reducing the stress people feel around money and has taught pre-marital and newlywed financial education curriculums for many organizations.
As Lead Financial Coach at PROSPR, Ariella strives to bring clarity and peace of mind to our clients relating to their money lives. Using the PROSPR Plan software, she helps our clients achieve a financial life that aligns with their values & feel more confident about managing their money. 
Ariella lives with her husband and 5 children in Jerusalem, Israel.

Simi Mandelbaum CFT-1, AFC, FBS®

CEO & Founder

Simi is the Founder and CEO of PROSPR Financial Wellness, a center dedicated to reducing the stress and anxiety people feel around money. Incepted in 2019, Simi has helped hundreds of clients reduce debt, increase income, and most importantly live their money lives true to their goals and values!
Simi is a Certified Financial Therapist (CFT-I) accredited by the Financial Therapy Association; an Accredited Financial Counselor (AFC) licensed by the AFCPE, a Certified Financial Behavior Specialist (FBS®) and completed the Kansas State University Masters Certificate Program in Financial Therapy.
Simi was featured on the popular podcast, Kosher Money and provides resources to Living Smarter Jewish.org a division of the Orthodox Union. She has presented at the AFCPE National Convention, Mesila International and EPI, among others.

Christopher Stuart

Software Specialist

Chris is PROSPR’s all-around Software Guru. He is certified in a number of technologies and specializes in Data Architecture, Zapier, Web Design, Google Workspace Administration, JavaScript, Node.js, GitHub, WordPress, and Google Apps Script, among others.
Chris brings his skills as a former Firefighter at Elk Creek Fire Protection District, with expertise in Problem Solving and Incident Management, to his position at PROSPR. He is always up to the challenge of solving any IT crisis the Company may face.