Prosperity Intelligence is the combined service of financial planner John O'Connor, MA and Life & Business Coach Steven Deresh. John and Steven recognized that combining their expertise would truly empower their clients in making authentic life choices, especially when it comes to their finances. They believe that responsible individuals can be educated to gain much greater financial authority in how they manage their resources. They will not make financial plans for you, but help you take complete ownership and control of your finances in the process of designing your own financial plan.
John and Steven will help you have a more complete and powerful perspective on your current financial situation. They will also help you understand the common pitfalls contained within strategies used by most people. They will then mentor you in creating your own financial plan that will be sustainable and enable you to more easily live the life you desire. It is a plan that takes into account what is truly important to you and the possibilities available given your resources. They will be coaching and supporting you as you take control of your finances and achieve your goals.
John is a Certified Financial Planner (CFP). He has been involved in the financial services industry since 1978 and has been a CFP since 1987.
He gave up his license to transact sale of investments in the late 1990s to focus on educating people to solidify their financial foundation.
He received a Master's Degree in Spiritual Psychology in 1996, which deepened his understanding of what people truly seek in pursuing fulfilling lives.
Steven is a certified life, leadership, and business coach.
His entire focus is in assisting people to define what they most want in life. He assists his clients in identifying and surmounting the barriers that prevent them from achieving the life they desire.