With decades of experience in development, construction, hospitality, and finance, I help businesses achieve profitability and efficiency.
At Plan + Prosper, I make financial operations simple, efficient, and tailored to your unique needs. Whether you’re an individual looking to take control of your finances or a business seeking streamlined financial processes, I’m here to help.
Businesses: Running a business is complex, and managing finances shouldn’t add to the stress. I help organize your financial operations, optimize cash flow, and develop strategies for growth.
From bookkeeping to budgeting, forecasting to financial reporting, I ensure that your financial processes run smoothly so you can focus on what you do best.
Individuals: Your personal finances deserve just as much attention. Whether you’re planning for retirement, managing debt, or wanting to just get a handle on your finances, I provide personalized guidance.
My goal is to empower you to take control of your financial life and achieve your goals—whatever they may be.
Why Choose Plan + Prosper?
With years of experience, a hands-on approach, and a commitment to your success, I’ll work with you to create solutions that are clear, practical, and actionable.
Ready to get started? Book a free intro call today, and let’s discuss how I can help you achieve your financial goals.
I had the opportunity to go the Make Life Rich Movement Podcast with my business partner in Co. Collective and life long friend Tori Daly. Click the links below to learn about the Co. Collective, Plan and Prosper Consulting, Brava Events, and all the work we are doing in the Community!
