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Planning prosperity & peace of mind for your retail business.

What I offer, all in one place.

I am passionate about leading you to retail profits and peace of mind. Over 30 years of experience, combining retail technology and retail consulting, has given me a “retail intelligence” that I share with my independent retail clients. I work with forward-thinking retailers who are very proactive about where they are going with their business. We are a good fit for each other and I consider myself fortunate to be able to continue to work with them. My personal service and guidance keep them on the path to vital cash flow. I support them in their growth, and in the growth of their business, to achieve agreed-upon goals and get to their next level. Their success is my success!

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Why My Merchandise Planning?

The details are in the data. You get accuracy, clarity and confidence. By partnering with Management One™, a leading provider of inventory and merchandise planning around the world, and using their proprietary Retail Orbit® software, I am able to give my independent specialty retail clients an edge that has previously been enjoyed by only the big retailers. This state-of-the-art software incorporates Big Data and Machine Learning…so it is constantly bettering itself and giving you the best sales forecasting tool in the business. The planning tools I use are 94% accurate, when followed correctly, and they serve a 3-fold purpose:


1) You see where you have been.

2) You understand where you are now.

3) you can be proactive about where you are going.

Each month, you’ll get a detailed monthly Open-to-Buy plan for each class, at each location, if you have more than one store. Data is constantly updating so you have current information at your fingertips. It puts you in control to promote consistent cash flow and enhance your profitability. Buy what you need, when you need it. Control inventory levels to reduce markdowns. Evaluate inventory classifications. Determine the winners, the losers, the ones to add or subtract. I’m here to guide you through those decisions.

I go to work, each month, and I analyze to recognize opportunities and save you money. The numbers tell me what to do. Category by category, I look for what is working and what is not. I look for categories that need attention. And I look for where you are killing it. I will call you before we even have our meeting to proactively call out where your inventory is low and you need to buy goods. Recommending that you get the right goods, to the right location, at the right time. Of course, I’m always looking for success stories in the numbers, so we can celebrate.



Why My Cash Flow Planning? ​Cash is King.

I make sure you know what you need to maintain in monthly sales, in order to pay all your bills and reduce any debt. I help my clients pay down debt, instead of taking more cash out of the bank.  Now that’s peace of mind!

Meeting and working on the business, not in the business.


When I meet with my clients regularly each month, we step out of the day to day. This time is really about the “executive” part of the business. It’s about Leadership. It’s where we measure our effectiveness. Are we making our sales goals? What needs to happen so we can make them. How’s the team? Is the marketing effective? How is your cash position? From these conversations, my clients get a sense of where their day-to-day and week-to-week focus needs to be. These meetings are so important and so valuable.



Getting to the next level. Sharing success stories.

Why do I do what I do?  Because I love working with people who want to step up. Who want to go to the next level. Who want to create positive change in their lives and in the lives of those who live or visit their community.  


And I love telling success stories.

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Retail Orbit

See where you’ve been. Understand where you are. Be proactive about where you’re going. With our next-generation retail planning software, the future of your business is bright.

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