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What We Do

Services

Since 1989 Prosperity Focus has been helping people develop visibility, organization and control with their finances. Our goal is for our clients to have enough money, now and for the rest of their lives. My services include:

Cash Flow Planning

Cash Flow Planning is the process of laying out on paper your best guess of what you are going to earn over the next 12 months and how you are going to use it. Your cash flow plan should include your necessities, as well as your short-term and long-term goals. Once all of this information is gathered in one place, you can make informed decisions about spending your money, so that your actions match your priorities.

Help With the Bills

On time, every time. Does that describe how you pay your bills? If not, perhaps it is time for you to delegate this task. I will come to your home or office twice a month to pay your bills and provide you with the reports you need to stay informed about your financial health. Not only will everything be paid on time, you will know with certainty how much you make, where you spend it, and, most importantly, how much you kept of what you earned.

Personalized Assistance

We will work with you to create your plan, after which we will meet once a week to review your progress. Sometimes we'll ind that the plan needs adjusting; sometimes it will be your spending habits.

About

Prosperity Focus's timeline:

  • 1989

    "Cash Flow Solutions"

    We started in 1989 as "Cash Flow Solutions," helping people to manage the flow of their money, balancing income with spending habits.

  • 1996

    "Prosperity Focus"

    In 1996, we settled on our final name, Prosperity Focus, after years of helping people with their money. The change was to highlight the purpose of our work, to help people focus on managing their assets and being prosperous.

  • Present Day

    Decades of Experience Helping People with Money

    We've spent over two decades helping people manage their money. Over this time, we've learned that some people just don't benefit from doing their own financial planning, and their lives are vastly improved by delegating this role to us. People we have helped in the past have reported results such as:

    • Decreased stress about money
    • Increased net worth
    • Better relationships with family
    • Improved ability to sleep
  • Find Out
    For
    Yourself!

Contact Us

If you want to get in touch with us directly, use this form. You can also contact us through email and phone.