Retire Ready Too
Helping Generation X & Y Take Charge of Their Money and Get On Track To RETIRE READY
Let's Work Together
Financial Coaching/Planning
You don't have to live one paycheck to the next; stressed about debt; or wonder if retirement is an option for you.
You CAN have the financial life you desire. We will show you how!
Tax Planning & Preparation
For most, taxes are the largest expenses they will incur over their lifetimes, we believe having a tax reduction strategy is key to minimize taxes and increase wealth.
Smart Money Business Academy
The SMBA provides online financial literacy courses for entrepreneurs and families who want to build a financial foundation and take back their time.
Our Mission
We know trying to understand your finances can feel intimidating and overwhelming. Our mission is to help clients develop a better relationship with money so they can achieve what matters most to them.
Hey There!
I’m Renee, a Certified Public Accountant, Certified Financial Planner (TM), Mom, Veteran, Money Nerd, Business Owner and GenXer.
I have degrees in finance, taxation and accounting with more than 20+ years experience in the financial services industry.
Working as a tax specialists and financial coach, I help Gen X & Y achieve financial freedom; understand where their money goes; avoid overspending and find money to save more, invest smart & build wealth.
Coming Soon...
SMART MONEY BUSINESS ACADEMY
If your business finances have you stressed and pulling out your hair, this online financial literacy course will help you gain control and confidence over your numbers.
Be one of the first to sign up for the online business course when it opens.
