About
Meet Our Team
Veronica Aguilera
Veronica Aguilera is passionate about helping women build secure futures. Being part of a large family that celebrated together and helped each other through life, they taught her the importance of family bonds and community relationships. This path helped her see that wealth and success went beyond simply having money; it was a path to living a fulfilling life with the people she loved.
Veronica began her professional journey in Los Angeles as a bank teller before advancing to the role of wealth management private banker at a local bank. She later transitioned to a major financial firm, where she gained the valuable experience she would need to establish her own practice. Driven by a desire for independence and greater community impact, Veronica founded Wise Women Prosper. Her mission is to empower women to create secure futures for themselves and their families.
Veronica now helps women retain their independence in retirement with holistic financial plans catered to the individual. She helps create opportunities for her clients by showing them the path to freedom through proper planning and helps build confidence in them to spend their money without fear. She has found financial freedom for herself, and with over 15 years in the industry, she is well qualified to help her clients achieve the same. At Wise Women Prosper, we believe that wealth means having the peace of mind to live your dreams in retirement.
Ashley Lundberg
Ashley Lundberg has a strong sense of work ethic and purpose. She is fiercely passionate about helping families experience the abundance of life as a whole. With a master’s in business leadership and over 12 years in the industry, she is well-qualified to do so. As the COO of both Wise Women Prosper and Awaken Financial Designs, Ashley is a trailblazer in the financial industry.
Ashley learned her strong work ethic from her father, a doctor who instilled diligence early on. She began working at age 14 and persevered to create the fulfilling life she envisioned. Together with her husband, David, she has made a safe space for their community to establish financial security and a sense of purpose. By incorporating mindfulness techniques, she helps people gain peace of mind while securing their financial future.
Our Vision
The Valkyrie
- PROTECTION: Women ensure the safety and well-being of their families, making crucial decisions and providing a secure, nurturing environment for their loved ones.
- GUIDES: Women offer wisdom and support, helping their families navigate life’s challenges. They ensure that everyone follows a path of growth, learning, and fulfillment.
- STRENGTH: Women face challenges head-on, showing incredible courage and determination. Their resilience inspires those around them to stay strong and hopeful, regardless of their obstacles.
- RESILIENCE: Women recover and thrive in the face of adversity, constantly adapting to new circumstances. Their ability to bounce back fosters a culture of endurance and optimism within their families.
Reflecting Our Commitment
Empowering You to Thrive
Empowering Financial Guardianship
Navigating with Wisdom, Leading with Courage
Resilience in Every Storm
Guiding Legacies, One Woman at a Time
Empowering Women’s Flight to Prosperity
What to Expect
At Wise Women Prosper, we are dedicated to your financial empowerment and success. When you partner with us, you can expect personalized financial strategies uniquely tailored to your life’s goals. We understand the challenges women face, from career breaks for caregiving to navigating life changes like divorce. With Wise Women Prosper, you have a trusted advisor by your side every step of the way, committed to helping you protect your family, grow your wealth, and achieve lasting financial security.
First Meeting – Discovery & Vision
In our first meeting, we’ll explore what truly matters to you. By delving into your core values and personal goals, we’ll create a clear picture of your ideal future. By the end, you’ll leave feeling inspired and empowered, ready to use your financial resources to start shaping your dream life.
Second Meeting – Get Organized
Before we meet, please gather your current financial information and share it through our secure link. This step helps us understand your starting point. Together, we’ll review your assets, liabilities, income, and expenses, and identify any potential obstacles. We’ll then set up a cash flow plan that aligns with your values and goals.
Third Meeting – Strategy Session
With a complete view of your financial picture, we’ll explore various strategies to help you achieve your goals. During this session, we’ll address your key financial questions, discuss risk management, and consider different planning options. After reviewing the plan together, we’ll listen closely to your feedback and make any necessary adjustments. If needed, we’ll schedule additional sessions to ensure everything is just right. There’s no rush – we want to make sure the plan fits perfectly with your vision.
Fourth Meeting – Implementation and Welcome to the Family!
We’ll present a tailored financial plan and outline the steps to put it into action. We’ll discuss investment principles, your risk tolerance, and how to align your funds with your goals. You’ll be ready to start implementing these strategies and moving towards a fulfilling future.
Final Working Meetings – As Needed
After setting your plan in motion, we’ll check in periodically to review your progress and address any questions or concerns. We’re here to support you and will schedule additional meetings as needed to ensure you stay on track and achieve your financial goals.
Trimester Meetings
Building on the foundation we established in the first year, we move into an ongoing planning phase with three meetings each year. This schedule allows us to monitor and adjust the details of your financial strategy as your life and priorities evolve. By meeting regularly, we deepen our understanding of your needs and ensure that your financial resources are aligned with what matters most to you.
Throughout the year, we’ll also proactively review important planning and investment details through email to keep everything on track and address any changes.
As-Needed Meetings
If something’s on your mind or you need guidance, we’re here for you. Whether it’s a major life change or a small question, you can always reach out via email. We can set up additional discussions or meetings as needed to thoroughly address any concerns and keep your financial plan on course.
