Plan and Prosper Consulting offers strategic financial and operational consulting across diverse sectors.
My mission is to empower businesses and individuals with he financial clarity, organization, and strategic insight needed to thrive. Whether you’re scaling a startup, streamlining operations for a growing business, managing financials for a development project, or overseeing a complex organization, I provide tailored solutions to help you succeed.
With 20+ years of experience across industries P +P Consulting offers expert guidance on both financial and operational strategies. From high-level business oversight to hands-on bookkeeping and reporting, I implement systems that drive efficiency, profitability, and sustainable growth.
I work on an as-needed basis or as an ongoing basis, supporting businesses that may not require full-time financial staff but still need expert insight and structured financial management. My services extend to individuals, small and large businesses, as well as Condominium and Homeowners Associations.
Business Consulting and Financial Operations
At Plan and Prosper I offer expert financial and operational support to business across construction, development, hotels, restaurants, startups, and more. Whether you need ongoing assistance or temporary support during peak periods, I help streamline operations, optimize financial management, and implement systems that drive efficiency and growth.
I understand the complexities businesses face – especially in fast-paced industries like construction and development. From financial organization and budgeting to invoicing and system implementation, I take a hands-on approach to improving your business operations.
Business Services Offered:
- Financial Organization & Budget Preparation
- System Implementation
- Bookkeeping (Temporary, Monthly, or Quarterly)
- Business Plans & Growth Strategies
- Project Coordination & Client Liaison
- Invoicing & Scheduling
With extensive experience in residential development and construction, I understand the unique demands of the industry. Having managed projects from inception through design, construction, and final sales, I bring real-world expertise to help contractors and developers improve bookkeeping, invoicing, organization, and scheduling – allowing you to focus on building, not paperwork.
No matter the size or stage of your business, Plan + Prosper is here to provide the structure, clarity, and expertise needed to help you thrive.
Let’s talk strategy – Schedule your free call 30-minute introductory call today!
Personalized Financial Support for Individuals
At Plan + Prosper Consulting, we provide tailored financial solutions to help individuals organize, manage, and simplify their everyday finances. Whether you need help creating a budget, managing monthly bills, or simply want an expert to oversee your financial tasks, I offer services designed to fit your unique needs and goals.
From those adjusting to a fixed income to individuals who prefer a hands-off approach to financial management, I ensure that everything – from bill payments to estate planning coordination – is handled with precision and care.
Individual Services Offered:
- Household Budgeting & Financial Organization
- Bill Management & Monthly Payments
- Consolidation of Financial Documents (Bills, Insurance, Estate Plans, etc.)
- Coordination with Accountants, Attorneys & Insurance Brokers
These services are available on an as-needed or ongoing basis, giving you the flexibility and peace of mind to focus on what matters most.
Take control of your finances with expert guidance – whether you need a one-time plan or ongoing support, Plan + Prosper is here to help.
Let’s create a strategy that works for you – Schedule your free call 30-minute introductory call today!
Additional Specialized Services
In addition to business, operational, and financial consulting, Plan + Prosper offers specialized services to meet a variety of needs.
Mobile Notary Services: Convenient, reliable notary services brought to you when and where you need them. Servicing Cape May County.
Condominium & Homeowners Associations: Organized financial management, budgeting, meeting coordination, and reporting tailored for HOAs and condo associations.
Whether you need on-the-go notarization or expert financial oversight for your association, we provide professional and efficient service.
