In The Money Retirement Planning

At 33, I walked away from the traditional financial services industry because I believed business owners deserved financial plans tailored to their unique needs.

Before becoming a financial planner, I was an entrepreneur. At 22, I owned and operated a restaurant business and experienced firsthand the challenges of building and running a company. I understand the pressure of managing every decision, from cash flow and profitability to risk management and long-term planning.

When I looked for financial guidance, most advisors focused on managing my retirement plan or providing financing. What I really needed was someone who understood my business as my most valuable asset and could help me make better decisions around:

• Stabilizing cash flow
• Reducing business risk
• Increasing profitability

Over time, the demands of running my business led to burnout. Looking back, I realized that having the right planning and guidance could have helped me make more informed decisions and create a stronger foundation.

That experience inspired me to become the advisor I wish I had—and led me to create In The Money Retirement Planning.

Today, I work with established business owners (3+ years in business) who want a comprehensive financial plan that connects their business, taxes, cash flow, retirement goals, and investments.

I help business owners:

• Lower their lifetime tax burden
• Make smarter cash flow decisions
• Reduce risks within their business
• Build value in their company
• Create investment strategies aligned with their retirement goals