Start Your Journey Towards Financial Balance Here!

Retire Ready Too

Helping Generation X  Take Charge of Their Money and Get On Track To RETIRE READY


Financial Planning Is About More Than Money

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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!

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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.


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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 moreinvest smart & build wealth.




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An online course that provides an understanding of business finances to business owners targeting start-ups, sole proprietors, independent contractors and business owners with revenues under $5 million to teach the financial foundations of managing a business to include defining the purpose of the profit and loss statement, balance sheet and cash flow statement, and how to use the financial statements for business decision making and expansion.

Be one of the first to sign up for the online business course when it opens.

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On The Blog

Step Out On Faith To Step Into Your Purpose

What Generation X Can Learn From The FIRE Movement

Planning For Uncertainty