Hey, farm and
food people!
We help you earn more and save more by closing the gap between taxes, investing, and real life.
2025 Tax Season Capacity Update
2025 Tax season capacity is currently full.
I’m not accepting new tax engagements at this time.
New financial planning engagements will resume after tax season.
If you’re interested in working together, please use the contact form.
How We Can Help
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Planning
"I need to include my long-term personal goals into my business planning."
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Taxes
“My tax preparer isn’t planning or looking at the big picture.”
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Budgeting
“I’m earning enough, but am I saving enough for the future?”
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Investing
“I need to build my net worth and invest outside my business.”
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Insurance
“Is my family and my business really protected?”
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Debt
“I need to manage debt as a tool, not a burden.”
You’re building a life with purpose.
Now let’s make sure your finances can sustain it.
What is the roadmap to financial success?
Get organized and know your numbers.
Become a family that can talk money with ease.
Unlock opportunities with tax and investing strategies.
Commit to long-term financial success.
Let Shelterbelt help you build real wealth and a lasting legacy.