Live Your Ideal Financial Life

Empower yourself to make the most of your money!

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Our Unique Features

Modern

Your time is valuable. We use the latest technology to schedule, meet, and share information securely so you can make the most efficient use of your time.

Accessible

You deserve quality financial advice regardless of the size of your investment portfolio. We don’t have asset minimums and you can pay for our services monthly, just like any other bill.

SMART INVESTING

Investing doesn’t need to be complicated. We advocate low-cost, tax-efficient investing strategies that help to maximize your return while keeping expenses low.

FEE-ONLY & FIDUCIARY

Your best interest is our top priority. We’re a fee-only practice and have taken a fiduciary oath to provide unbiased advice.

Comprehensive planning

We offer comprehensive planning for all aspects of your financial life, not just investment advice. Investments are one tool we use to help you achieve your goals.

ONGOING PARTNERSHIP

We love numbers, but we promise not to treat you like one. We provide personalized service and partner with you on an ongoing basis to help you meet your unique financial goals.

Meet Rosemary

I’m so happy you found us! If you’ve landed here, you’re probably looking for financial guidance to make the most of your money.

Do you need help managing your finances through a life change such as getting married, having a baby, changing jobs, recovering from an illness, or starting a business?

How about planning for retirement, saving for college, managing your investments, or increasing your small business profit?  If this sounds like you, I can help.

I founded Plan to Prosper to help women and their families live an ideal financial life. Let’s get started!

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Services we offer

Family and their Financial Planner

Personal Financial Planning

Comprehensive financial planning and investment advice for busy professionals ready to supercharge their financial dreams.

SMALL BUSINESS

Whether you’re aspiring to step out on your own or are already living the dream, be sure your personal and small business finances are on solid financial ground.

planning a vacation with your financial planner

Budget Coaching

Take your good income and enjoy it more. Get help creating and sticking to a budget with the budget coaching program.

strategy planning

Strategy Session

If you need expert answers to a pressing financial question or two, a Strategy Session may be right for you.

A Modern Approach to Fees

Plan to Prosper provides comprehensive financial planning and investment advice for a flat monthly fee.  

Get advice, not sales pitches. We don’t sell products or charge based on a percentage of your investment assets, eliminating any potential conflicts of interest.

Learn About Flat Fees

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