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Prosperity Place

RealSense financial coach assists clients with goal setting and budgets at Prosperity Place
RealSense Prosperity Place is designed to help you and your family become financially stable. We are committed to working with you one-on-one to create a solid, long-term financial plan with all the resources you need to achieve your goals.

Financial Guidance You Can Trust

The certified financial counselors at RealSense Prosperity Place will help you assess your financial health, set personal goals, and develop a plan to achieve those goals.

The broad range of services we offer includes:

  • Credit counseling
  • Debt repayment planning
  • Debt management
  • Free tax preparation
  • Dealing with creditors
  • Budget coaching
  • Benefits screening and enrollment
  • Bankruptcy counseling and education
  • Foreclosure prevention
  • Homebuyer preparation

How to Get Started

Request an Appointment
If you work for another agency or organization and would like to refer someone who would benefit from our services, please complete the client referral form.


What to Expect

We know that money is a very personal topic, and for some people, it’s hard to talk about it. Rest assured that all your financial information is treated with the utmost respect and is held in the strictest confidence. Whatever your starting point, we are here to guide and encourage, not to judge.

Prior to meeting with a certified financial counselor, we will ask you to complete a short intake form and budget form that provide information about your unique financial situation. The initial interview and assessment will take about 60-90 minutes depending on a client’s individual situation. This includes obtaining your credit report and score. We take the time to learn about you and your particular circumstances in order to help you in the best way.

Depending on the type of services you need, Prosperity Place may refer you to another agency that has the expertise to help resolve your issue and achieve your goal. Most referred services are free; however, a nominal fee or income-based sliding scale fee may be charged for some services offered by our partner, Family Foundations of Northeast Florida, Inc.


Help Along The Journey

Perhaps you are the kind of person who appreciates support along your journey. Once you have set goals with your counselor, our clients have the option of meeting with or talking by telephone with a trained, volunteer RealSense Money Coach over several months to help you stay on track to achieve their goals. You may also attend our interactive, bi-monthly Coaching support group meetings where clients and coaches come together to share strategies and celebrate successes.

The Financial Capability Network

The RealSense Prosperity Place is part of a larger, national partnership between Wells Fargo and United Way to build stronger communities by helping people become more financially stable. In 2012, Wells Fargo awarded a $5 million grant to create a Financial Capability Network of United Ways in eight U.S. Cities, which would pilot data-driven strategies helping low to medium-income families make financial decisions that improve short-term cash flow and long-term financial stability. Jacksonville was one of those flagships communities, along with Miami, Atlanta, Houston, San Francisco, Phoenix, Des Moines, IA, and Winston-Salem, NC.

Since then, nearly 30,000 people across those eight communities have benefited from Wells Fargo’s financial education, 1-on-1 coaching and other services, and more than 20,000 low-income families have taken significant steps toward financial stability. The Financial Capability Network uses a mix of strategies, including financial coaching, budget workshops, job-search training and more. Of these, financial coaching is key because it offers ongoing support for new financial behaviors over the long haul.

In Jacksonville, this work is making a difference for the community and for citizens: RealSense clients manage their checking and savings accounts better and pay their bills on time more often than before they began receiving financial education services. Learn more in our Better Off Measures study.

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