🤝 Who We Serve

Not Everyone Starts on Even Ground

Virtual, fiduciary retirement & transition planning that hands you an investment roadmap—within days.

If you're facing a complex transition, juggling unpredictable paychecks, or trying to make up for lost time, the traditional financial system can feel like it's working against you.

Our mission? Level the playing field—so your money works for your life, not the other way around.

Why Choose Us?

1) Always Fiduciary, Always Advice-Only
No product sales. No commissions. Just advice tailored to your life.

2) Proven 3-Step Framework
Diagnose → Design → Deliver: Refined across hundreds of client transitions, including athletes, coaches, and high achievers.

3) Plain-English Coaching
We bring both the numbers and emotions into focus—so your next step feels clear, confident, and completely yours.

With over 100 years of combined experience, our team pairs deep financial expertise with a human touch—helping you move from financial chaos to clarity, control, and calm.

Retirement isn’t just a financial event.
It’s an emotional turning point—when everything you’ve built becomes the life you’re about to live.

We serve people who want more than cookie-cutter advice.
Our mission: put you firmly in command of your income, lifestyle, and legacy—so money stops feeling uncertain and starts propelling the future you choose.

📅 Get Your 15-Minute Fit Call →

"A real financial plan isn't built for best-case scenarios—it's built for the road ahead, bumps and all. Because there are no straight lines in life. Plans need to adapt, endure, and move with you. That's why we don't just run the numbers—we help you navigate the turns. In a world obsessed with shortcuts and quick 'hacks,' we choose common sense over complexity. And that makes all the difference."

Scott Frank

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

Whether you’re retiring soon, navigating a major transition, or simply overwhelmed by financial decisions, our approach is built for clarity, confidence, and calm.

We specialize in retirement and transition planning for people who feel like the traditional system wasn’t built for them.

🎯 Who We Serve

1)🏅 Athletes & Coaches — From Performance to Planning

Whether you’re on the field or on the sidelines, your financial life doesn’t follow a 9-to-5.
From NIL deals and bonus structures to coaching contracts and relocation packages, we help you stay in control—through every season of change.

What You Get:

  • ✅ Capital Endurance System™ – A flexible, adaptive cash flow strategy that builds wealth no matter how your income changes

  • ✅ Playbook to Endurance – A long-term game plan that turns peak earnings into lasting financial strength

  • ✅ Benefits Clarity – Simplified guidance around pensions, 403(b)s, deferred comp, or sudden windfalls

  • ✅ Income Strategy – Designed for those navigating job transitions, off-seasons, or competitive uncertainty

  • ✅ Cash flow clarity so you can spend, save, and invest with confidence

“You coach performance. You train to win. We turn that mindset into a lifelong money strategy.”
Control = A plan that grows with you—on and off the field.

📋 Get our free checklists

🏃‍♀️ Athlete Checklist

2) 💪 Smart Retirement Transitions

Big change ahead? Don’t go it alone.
Whether you’re retiring, selling a business, starting over, or entering a new chapter, we help you feel informed, confident, and calm.

We Serve:

  • Women Building Wealth

  • Business Sellers & Entrepreneurial Couples

  • Inheritors & Legacy Stewards

  • Career Changers

  • Newly Single or Rebuilding Together

  • Anyone preparing for retirement with more questions than answers

What You Get

  • ✅ A step-by-step roadmap for managing transitions

  • ✅ Capital Endurance System™ to ensure consistent wealth building

  • ✅ Values-based investing and legacy planning—on your terms

“You don’t need to figure this out alone.”
Control = Financial independence, built on your terms.

Check out a few free resources 🎁 

3) 🧠 Neuro-Diverse Achievers (Adults with ADHD)

Money chaos isn’t your fault. The system wasn’t built for your brain.
We get it—traditional advice doesn’t always stick. We help ADHD achievers organize their finances with clarity, simplicity, and no shame.

What You Get

  • ✅ Automation that works with your brain, not against it

  • ✅ Capital Endurance System™ that adapts to how your income flows

  • ✅ Bite-size action steps, visual dashboards, and coaching that respects executive function hurdles

“Change is hard. Planning doesn’t have to be.”
Control = A financial reset that works for you.

📋 Get our free checklist ➜ 🧠 ADHD Checklist

👥 Who We’ve Helped

 🏅 Athletes preparing for life after the game

 💼 Women taking the lead on wealth and retirement decisions

 🔄 Life Transitioners navigating career shifts, retirement, inheritance, or divorce

 🧠 Adults with ADHD looking for less chaos and more calm

💰 High-earners looking to turn income into legacy

Whatever your story, we build strategies that meet you where you are—and move you toward clarity, confidence, and control.

🕵️ Who Remembers the 80s TV Show The Equalizer?

“Odds against you? Got a problem? Call the Equalizer.”

He didn’t just fix problems—he leveled the playing field when things felt impossible.

We don’t wear a trench coat or drive a Jag—but we do solve financial chaos with clarity, confidence, and strategy.

💡 Whether you're overwhelmed by a life transition, behind on saving, or just want a better plan—we’re here to help you take back control.

Ready to Take Control?

Whether you’re retiring, navigating a major change, or just trying to wrangle the chaos, we’ll move you from uncertainty to clarity—one smart money move at a time.

📅 Get Your 15-Minute Fit Call →


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© 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.