top of page

Financial Planning 
 

​​

At In The Money Retirement Planning, I work with small business owners & families in their 30's, 40's & 50's who are in the middle of building successful careers, companies & communities. You’ve created a lane for yourself and are busy handling other parts of your life. As your life becomes more financially complex, you deserve a partner who helps take some of that off your plate. 

​

​

​

My Core Services

Hiring-an-Accountant-Blog-Header.png

  1. Comprehensive financial planning

  2. Forward-looking tax advice (Tax preparation is available through my network of CPAs for an additional fee)

  3. Investment management

Copy-of-Key-Elements-of-a-Performance-Dashboard-Infographic.png
project-2026-03-21_11-03_AM (1).png
Ecommerce-Use-Case-Diagram (1).png

Why Folks Choose Me

You’ve spent years taking care of everyone else. Now it’s time to give your own future the same attention and intention.

​

Protect what you’ve built, invest with purpose, and design a life that reflects your values — both today and long after you decide to step away from work.

​

New Client Onboarding Process

project-2026-03-21_12-03_PM.png

See How I work

Sample Financial Plan
Sample Tax Analysis
Sample Business Valuation
bottom of page