Hello

I’m Rosemary, the Founder of Plan to Prosper Financial Strategies.

I started Plan to Prosper because I’m passionate about helping busy women and small business owners live an ideal financial life.  It can be challenging to balance the competing demands of your personal and professional life, and it’s easy to let financial planning fall by the wayside.

But there’s no better time than now to start planning to make your financial goals a reality.  Whether you need a budget, comprehensive planning and investment advice, or financial support for your small business, I offer services designed to meet your unique needs.

I provide financial coaching to empower you to make the most of your money today and plan for an exceptional future.  I put some fun in finance, deliver information in an organized, easy-to-understand way, and partner with you to help you implement and stick to your financial plan.


“A goal without a plan is just a wish.” – Antoine de St. Exupery

Over the last 18 years, I’ve gained extensive financial expertise and experience.  I earned a B.A. in Economics from the College of William & Mary, completed an 18-month Executive Financial Planner graduate certificate program at San Diego State University, and earned an MSBA in Financial and Tax Planning from SDSU.

Prior to founding Plan to Prosper, I served as a trusted financial advisor to professionals at both publicly and privately held companies, ranging from small start-ups to global Fortune 500 enterprises.  I led the financial planning and analysis divisions of well-recognized companies such as WD-40 Company and Quest Diagnostics, Inc., where I was responsible for creating financial plans that determined the best use for as little as a few thousand dollars up to as much as several billion dollars.

When I’m not busy being a finance nerd, I spend my free time scuba diving around the world with my husband, spoiling my cat, and keeping on my toes at ballet class.

LET’S KICK OFF YOUR FINANCIAL FUTURE

I love connecting one-on-one. You can schedule a time with me for a free consultation. Email me or schedule your meeting directly.


EDUCATION

Master of Science in Business Administration,
Financial and Tax Planning
San Diego State University

Executive Financial Planner Graduate Certificate
(Certified Financial Planner® education program)
San Diego State University

Bachelor of Arts,
Economics
The College of William and Mary


WORK

Vice President, Financial Planning & Analysis
Alliant Insurance Services

Director, Global Financial Planning & Analysis
WD-40 Company

Director, Financial Planning & Analysis
Solera Holdings, Inc.


COMMUNITY

Co-organizer
San Diego Women in Finance

Animal Rescue Volunteer
The Rescue House