You Can Retire Ready Too

Even If You Start Investing Later

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

Our goal is simple; we will help our clients pay less in taxes by providing expert advice and planning strategies tailored specifically to their individual or business needs. 

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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.




Renee reading Jean Chatsky book, the difference


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

Retirement Savings Demystified: Calculating Your Retirement Freedom...

Why I Don’t Do Budgets

Transform Your Mindset & Get The Abundance You Deserve