top of page

Financial Knowledge
Financial Opportunities

Tracy-3147 cropped.jpg

Everyone Deserves
a Rich & Full Life

Subscribe to Exclusive TBG Updates
for Financial Fun & Inspiration

Thank You for Joining TBG Prosperity - Here's to Your Financial Future!!

Leah Testimonial.jpg

e-Commerce Director - Crimson Wine Group

I highly recommend TBG Prosperity & Tracy's services. Her style is warm and straightforward, which really helped to ease my anxiety over money. She helped me see my overall financial picture and gave personalized advice. I now have a much better plan to reach my retirement goals.

Suzy for Testimonial.jpg

Director -
SC Johnson

I engaged TBG Prosperity as part of a group and everyone was grateful for the knowledge Tracy passed on and the helpful, easy to use tools she provided. She is flexible and adaptable depending on what you are looking for and has the combination of knowing about money and being able to create a safe space to speak about it! Whole-heartedly recommend her!!

Scott testimonial.jpg

Consultant -
Pingora Total Rewards

Tracy has an amazing understanding of the investment and retirement landscape - from corporate strategies to individual retirement planning. She uses this knowledge to make complex financial concepts understandable to people who need help with retirement strategies. From individual coaching to group sessions for organizations, Tracy can take the fear and confusion out of financial planning and help others develop a path to a better financial future.

Kat testimonial.jpg

Recruiting Manager - McKinsey & Company

Tracy is a wealth of knowledge and has been instrumental in helping with my financial planning. She was able to help look at the full picture, suggest realistic goals and put a plan together that will make a huge impact on my future. Thank you Tracy!

Financial Planning &
Financial Education 

bottom of page