financial fitness for life's transitions

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Graduation... Job/Relocation... Marriage... New Baby... Divorce... Military... Retirement... Loss of a Loved One...

Are You Currently in a Transition?

If not, you will be at some point. Change is inevitable and it's often difficult to navigate alone - especially when it comes to money and taxes.

There are technical tax and financial planning topics like what to do with the retirement plan, 401(k), or a sudden inheritance.

You might be thinking about buying a house, starting a business, or even exiting from or not returning to work.

There are also less technical considerations such as simply wondering if you can reasonably afford that next vacation getaway or car purchase without derailing your long-term plan.

The decisions can feel overwhelming.

Objectivity and empathy from a trusted fiduciary is invaluable.

Jason Reiman

Jason Reiman, MS, CFP®, CDFA®, MPAS®, EA

As a military veteran and divorced father of two incredible children, I understand that life doesn't always go as planned.

I specialize in assisting you through your life's transitions.

Whether you're planning for a transition from the military back to civilian life, struggling with the financial aspects of divorce, or wading through the difficulties of the loss of a loved one, I'm here to help.

Together, we'll help ensure you get and stay financially fit - regardless of the transitions you face.

Click to learn more about me...

What's the cost?

Hourly ($250/hr)

Project ($250-$1,000)

Comprehensive Financial Planning ($1,200 to start, $99+/month)

Tax Preparation, Planning, Representation (fees vary)

Instant Access to Professional Tax/Financial Planning Software

Click below for instant access to the same awesome software I use with each of my clients.

No cost or obligation!

All Your Tax Needs, 1 Affordable Monthly Fee.

Taxes are complicated and time consuming. Even if you're a die-hard DIY'er, you probably should be doing something else with your time. Get expert tax advice all year.

Let's Meet. Web/Phone Quick Chat.

Considering working with a financial planner? Wondering if the relationship makes sense? Have questions about my services/fees?Let's talk over the web or phone.

Fee-Only Fiduciary Financial Planner

  • Fiduciary means I'm ALWAYS working in your best interest.
  • Fee-Only means I'm compensated by you and I do not sell investment or insurance products.
  • empathy | honesty | integrity | excellence

From The Blog

New Tax Law: Business or Hobby?
Business or Hobby for Income Tax Purposes Nearly three years ago, to the day, I wrote a post about business[...]
Divorce: Who Claims the Child Dependency Exemption
You're divorced or legally separated... Should you can claim the child dependency exemption? Simply put, the IRS doesn't get involved[...]
The Perils of Poor Estate Planning
Estate Planning... A term reserved for the ultra wealthy? Confusing, legal jargon, not intended for the average person? Au contraire![...]
Disappointment and Defeat
"You have been disappointed, you have undergone defeat during the depression, you have felt the great heart within you crushed[...]


Each individual's situation is different, and they're going to approach the topic of debt differently. I don't believe there is a general one-size-fits-all approach. | 25 October 2016

I provide financial coaching and planning within my practice. Since the true value of a coach is the ability to bring out the very best in a person, I don’t think it would be sufficient to provide coaching and not planning, and vice versa.
Forbes | 27 September 2016

Financial advisors need not only be technically competent but also demonstrate strong empathy and care in working with each client. | 7 September 2016 

...the best candidate for this type of mortgage is someone who has a strong, consistent, and possibly increasing income to handle the larger monthly payment.
Money Magazine | 8 August 2016

The biggest mistake is to begin investing when you should be saving. Typically, if the funds will be needed (or expected to be used) in less than five years, one should not commit such funds to investment goals. That is, you shouldn’t seek to earn much of a return, if any, on money you will need in a rather short time frame. | 21 May 2015

It might seem early, but planning for next year's summer vacation now can help ensure you have the funds to pay for it.
U.S. News & World Report | 2 September 2015