What We Do
In The Moment Financial Services aims to work closely with Individuals and small businesses to produce minority entrepreneurs as well as coach them in building generational wealth.
My name is Jarde' Allen, and I am the CEO/ Founder of In the Moment Financial Services. I was born and raised in West Philadelphia and graduated from Temple University. I then spent over 10 years in Corporate America trying to make a 'round peg fit into a square hole'. After countless promotions, pay increases, and accolades I realized I was playing the wrong game. Although my six-figure salary and company car served me well, I was only being paid a tenth of my worth; and THAT was the game! After years of frustration of watching Black & Brown highly talented individuals get looked over right in front of me, I decided to stop fighting and begging for seats at the table and to create my own table.
I started my tax business 3 years ago (December 2019), with a cell phone and laptop on my couch in Drexel Hill, PA. I had finally decided to leave Corporate America and recently had a bad experience with a family member handling my taxes. In the Minority community we don't typically have accountants and therefore default to family members or friends to prepare our taxes. I realized how much information we were missing out on and decided to go to tax school. At the same time there were thousands of Minority Entrepreneurs starting their own businesses who would be in dire need of this knowledge. I decided to position myself as a resource by obtaining as much knowledge about taxes and bookkeeping and then offering free consultations to small business owners. Those free consultations ultimately led to large amounts of revenue once I began services for these clients. I used my first $40k I made to put a down payment on a commercial building right in the neighborhood that I grew up in which is West Philadelphia. Our commercial building has served as a resource center for many minorities seeking financial literacy through home-buying workshops, free LLC giveaways, and so much more. We now have a team of experts that we partner with for life insurance, real estate, tax preparation, bookkeeping, etc... we are the One Stop Shop for all your financial needs.
That one decision 3 years ago to take my profit and invest into Real Estate has resulted in my company now owning a $1 Million Dollar Real Estate Portfolio. During this time, we have purchased 5 properties, totaling 9 rental units as well as an event space. I now use my summers to teach other minority individuals the power of ownership and the step-by-step process for owning a rental property. My goal is to retire at the age of 40 and until then I want to share my story, expertise, and advice to as many people as I can to continue to push our culture forward!