🤝 Who We Serve

Life Transitions Deserve a Plan That Fits You

We’re a virtual, fiduciary retirement planning firm helping people in major life changes create financial lives that feel structured, calm, and in control.

No buzzwords. No sales pitch. Just straightforward, transparent advice — the kind we’d want for ourselves. Think of us as your personal sports agent: always in your corner, protecting your interests, and guiding you through change with confidence.

Wherever you are on your financial journey, we meet you there. From building wealth in your peak earning years to transitioning into retirement, caring for family, or navigating big life changes — our planning approach adapts to your stage of life and the goals that matter most to you.

👉 Here’s how we support different life stages and transitions:

🛠 “I’m Retiring or Selling My Business”

Turn years of work into a lifetime of income.

✅ Maximize and protect the value of your business or career legacy
✅ Plan for taxes before and after the transition
✅ Create a retirement that feels purposeful, secure, and sustainable

📈 “I’m Building Wealth and Momentum” (Aspirational Wealth Builder)

Turn career success into lasting financial freedom.

✅ Optimize savings, investments, and tax strategies in your peak earning years
✅ Balance family goals, lifestyle upgrades, and long-term wealth creation
✅ Create systems that compound freedom, growth, and security
✅ Plan for flexibility — so wealth fuels both opportunities and retirement

⚖️ “I’m Juggling My Kids’ Future and My Parents’ Care” (The Sandwich Generation)

Protect your own retirement while caring for those who depend on you.

✅ Coordinate retirement, college, and eldercare planning
✅ Structure inheritance and estate transitions with clarity
✅ Anticipate healthcare and caregiving costs

🏅 “My Career or Lifestyle Is Changing — Big Time”

Design a financial plan that adapts to your lifestyle and income.

✅ Support for athletes, coaches, and career changers
✅ Systems designed for women building wealth and adults with ADHD
✅ Clarity on income, benefits, and long-term goals

🤝 Are We a Good Fit?

✅ You’ll feel right at home if you…

☑️ Are in (or approaching) a major life transition — retirement, business sale, career change, or the “Sandwich Generation” stage (balancing kids’ needs with caring for aging parents)
☑️ Believe in playing the long-term game — building wealth, security, and purpose over decades, not days
☑️ Value straightforward, fiduciary advice with no sales agenda
☑️ Want a plan that considers both your numbers and your life goals
☑️ Are ready to engage, share openly, and follow through on decisions
☑️ Appreciate plain English over industry jargon

❌ You may feel out of place if you…

🚫 Want “get rich quick” or speculative investment tips 💸
🚫 Expect instant results instead of steady, long-term progress
🚫 Prefer stock picking, day trading, or watching and tinkering with the market daily
🚫 Plan to manage everything yourself
🚫 Aren’t open to discussing personal goals, fears, and values
🚫 Expect results without putting in the work to implement changes

🛠 Our Approach

Change can feel overwhelming. We make it simple with a clear, three-step process that turns uncertainty into structure.

1. Diagnose → We start by understanding your full picture — finances, goals, concerns, and the life you want to live.
2. Design → We craft a plan built around what matters most to you, balancing numbers with your values.
3. Deliver → We put it into action, guide you through each step, and adjust as your life changes.

What You Get:
📍 A roadmap that replaces uncertainty with clarity
📊 A tax-aware, values-based plan for lasting wealth
🧭 Coaching and structure along the way so you never feel lost in the process

📋 Check Out Our Free Planning Checklists
Customized to your situation, to bring order to your next big step.

🧭 Life Is Changing. You Deserve a Plan That Keeps You in Control.

Whether you're stepping into retirement, navigating a transition, or feeling overwhelmed by financial decisions—we help you create structure, clarity, and calm.

📅 Book a free 15-minute Fit Call
Confidential, no pressure, no judgement, and tailored to your goals.

📩 Subscribe for tools and guides to make smarter financial decisions—with less noise.

© 2025 MVP Money Moves. InFocus Wealth Strategies and MVP Money Moves are marketing brands of DeWitt Investment Research & Management, Inc., doing business as DeWitt Capital Management. Investment advice is offered through DeWitt Capital Management, a Registered Investment Adviser. This website is for informational purposes only and does not constitute a solicitation or offer of investment advice.

Disclaimer: The information provided on this site and its blogs is for educational and informational purposes only. It does not constitute financial, legal, or tax advice. Always consult with a qualified professional for guidance tailored to your individual circumstances. The examples, illustrations, and sample checklists are intended for general reference and are not meant to reflect any individual or family's specific needs or outcomes. They are provided to demonstrate concepts and do not guarantee future results. All investing involves risk, including possible loss of principal. Past performance is not indicative of future results.