You already know what matters
You just need a better way to stay focused, follow through, and keep everything moving. Planning Advisor can help you:
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Organize your priorities
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Catch problems early
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Keep the important stuff from falling through the cracks
The service is light, focused support for business owners and teams who are juggling a hundred things and need just enough structure to stay in control—without getting bogged down in tools or meetings.It is not software. This is a real human helping you stay clear, organized, and in motion.
Jen O'Farrell - Planning Advisor
Hi, I’m Jen — a project manager turned entrepreneur who helps small business owners and teams get a handle on the moving parts. If your to-do list is packed but the priorities feel fuzzy, you’re not alone. Together, we’ll build simple practices to help you zoom out, stay focused, and lead with confidence—without adding more to your plate.
How It Works
It’s a flexible structure — built around your goals, your pace, and your style.
Free Consultation
We start with a 30-minute conversation to talk through what’s going on, where things are getting stuck, and whether this type of support would help. No pressure—just a chance to talk things through and see if a little structure and support could make life easier.
Set Up Session
We begin with a one-time working session to build your custom tracking workflow.
Includes:
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A 60-90-minute strategy session
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A simple system to track what matters (built in Google Docs, Excel, Notion, or Trello—your choice)
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Documentation of key priorities and working structure
Check In Sessions
At the cadence you determine, we meet to review the Custom Tracker and make any updates.
Includes:
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A 45-60 minute check in session
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Updates to your custom tracker
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Summary of the session plus action items
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Follow up notifications on any action items with a deadline or critical date between sessions
This isn’t a tool you have to figure out.
It’s a service designed around how you already work—so you can lead with clarity, without losing momentum.
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Tailored Tracking
You’ll get a simple, customized system that helps you track only what matters—nothing more.
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Backstage Support
I do the prep behind the scenes—so your only job is to show up, think clearly, and make confident decisions.
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Regular Check-ins
We meet on your schedule to review progress, adjust course, and make sure nothing critical slips through the cracks.
Still Have Questions?
That’s completely normal. Every team and business is a little different, and sometimes it takes a conversation to figure out what kind of support makes the most sense. If you’re not sure whether this service is the right fit, just reach out. We’re happy to talk it through—no pressure, no jargon, just a real conversation about what you need.
FAQs
Do I really need this kind of help?
If you’re keeping most of your plans in your head, jumping between tasks, or putting out fires instead of making steady progress — this kind of support can make a big difference.
You don’t need to be “failing” to benefit. You just need to be stretched a little too thin to think clearly and lead with ease.
What exactly do you do during the sessions?
We zoom out together, get clear on what matters, and make sure your day-to-day actions line up with your bigger goals.
I bring structure, planning, and behind-the-scenes prep — so you can focus on thinking, deciding, and leading. It’s part coach, part planner, part relief valve.
How is this different from hiring a virtual assistant or a project manager?
This sits in the middle. It’s strategic tracking and gentle accountability — built for people who don’t need a full-time hire but do need a better way to stay on top of things.
It’s not about adding process. It’s about giving your brain a break.
Am I locking myself into anything?
Nope. The first 30-minute consult is free. After that, you can book sessions as you go — no retainers, no packages, no long-term contracts.
You’re in full control of how often we meet and how long you use the support.
What if I already have my own systems?
Perfect. We’ll build around what’s already working.
This isn’t a new tool or method you have to adopt — it’s a flexible layer of support that fits the way you already think and work.
What if I’m not sure it’s the right fit?
That’s what the free consult is for. We’ll talk through what’s going on and whether this kind of support could actually help. No pressure, no awkward pitch. Just a normal conversation about what you need.