Financial Counseling

Prosperity Platform

Start a journey toward financial security with our team of Goodwill prosperity advisors who provide one-on-one financial coaching to help you achieve your personal money goals. We commit the time and support to help each member enrolled in our Prosperity Platform to pursue their long-term financial dreams, gain job security, increase income, and become debt free in a structured and compassionate way. Our prosperity advisors can also personally connect you with other trustworthy organizations and services in our Active Referral Network to help you along the journey. Membership is free and counseling is confidential.

Are you ready to start a new chapter? Contact us to get started:

Active Referral Network logo

Monterey County

Linda Sanchez
Prosperity Planner

Santa Cruz County

Karina Valdez
Prosperity Planner

My Prosperity Planner met with me privately about my situation, my goals, and what I could do in the future. I was so happy to share my concerns with somebody who was really listening to me. I even cried. She knew that I couldn’t really think too far into the future, because I needed some stability before I could make big plans.

She connected me to community resources that I did not know about that changed my life. With her help, I was recently able to move into a two-bedroom place, which really made all of our lives better. And I’ve been able to move on to my next goal—buying a car. She has gotten me moving in the right direction.”

Katrina, Salinas CA

go to Community Foundation Monterey Bay website go to Goodwill Central Coast home page go to United Way Monterey County website go to County of Santa Cruz Human Resources website