Empowering Your Financial Success
At Peak Performance Planning, we are dedicated to your financial success and understand that every situation is unique. We take the time to listen and tailor our services to your specific needs, ensuring that our solutions are customized for your goals. Whether you’re looking to optimize your finances, improve business operations, or plan for the future, we are committed to helping you achieve peak performance.
OUR SERVICES
Elevate Your Business
Financial Analysis
We specialize in creating custom key financial insights to help you better understand your financials, assess your financial health, and identify trends. My goal is to empower businesses and individuals with clear, data-driven strategies for financial growth and stability.
Data Analysis
We focus on creating custom data analysis solutions to help clients track key metrics and uncover trends in their business or operational data. By tailoring insights to specific needs, I enable businesses to make informed decisions, optimize performance, and drive growth.
Budgeting
We work with clients to develop a personalized plan for budgeting their finances, providing tailored strategies to meet their financial goals. Additionally, we create custom budget templates to help track expenses, monitor progress, and stay on top of financial priorities.
Forecasting
We work closely with clients to define their business forecasting objectives and create custom forecasting templates tailored to their needs. Our service also includes helping clients compare actual business results to forecasted amounts, ensuring they stay on track and make informed decisions.
ABOUT US
Jake Horwitz
Jake Horwitz is a finance and operations professional with over 10 years of experience across a wide range of industries. He brings valuable insights and expertise to every client, helping them navigate complex business challenges. With a finance degree and an MBA focused on Data Analytics, Jake uses his analytical skills and results-driven mindset to drive business success.
Throughout his career, Jake has worked with businesses of all sizes—from small startups to large organizations like Amazon. No matter the scale, he understands what it takes to make things work. Whether it's the fast-paced energy of a startup or the intricacies of a global company, Jake has the experience to help businesses grow, operate efficiently, and achieve their goals at every stage.
