My Prosperous Coaching Package

What is it?

It is My Prosperous Coaching Package – an opportunity to work with me, Fern LaRocca, Certified Financial Planner™.  We work together to help you make the right financial decisions, relieve your stress and get back to building wealth.

What will you get?

You get to work with me, a Certified Financial Planner™ with over 30 years experience, one on one, for 9 weeks to discuss each aspect of a personal Financial Plan. A total of 9 sessions.

No conflicts of interest, no selling - just good advice and mentoring. 

Download Coaching Agreement Here.

How does it work?

There will be a 1 hour phone (or Skype or Zoom or Google Hangout) call each month for 9 weeks.

We will have a session on each of these topics:

  • cash and credit;
  • risk management;
  • estate planning;
  • financial goals;
  • investment planning;
  • retirement planning; and
  • tax planning.

Plus, you will get 2 additional sessions to discuss or review the topics of your choice.

What is the result?

The result is that you will have a solid financial plan to build wealth that includes your personal goals, tax bracket, and risk tolerance.

No more guessing if you are on the right track! No more financial confusion and indecision! 

You will have solid information to take action towards a secure financial future!

As a free bonus, I will give you resources and checklists (when appropriate) that will make it easy for you to stay on track.

Why now?

I will be working with only a few clients this year so I can concentrate on writing.  Don’t pass up this opportunity.

Make this year the one that you get your personal finances in order to build wealth -- even in down markets. You deserve to get those burning questions answered and receive a professional overview of your investments by a financial professional.

How do I sign up?

Email me at with the words - My Prosperous Year in the subject line and I will answer any questions to see if I can help you.

Ready Now?

Purchase your Prosperous Coaching Package here...

Your Contact Info:

Have More Questions?

No problem, just email me at  and I will be glad to talk to you personally.

I look forward to coaching you to a prosperous future!

Stop Procrastinating! Your financial indecisiveness is costing you! You can do this. You can put your finances in order so you know that your money is working for you.

You don't have to pay the high hourly rates of most financial advisors to get the advice you need to make the right financial decisions for you and your family.


Let's get started now!

Want to see what it's like?

Go ahead and purchase one session with me now, and get started. I will give you the tools and knowledge you need to take the first steps toward a brighter financial future. 


Purchase One Hour session here, and I will call or email you for an appointment time. 

Your Contact Info: