Black women-owned Philadelphia-based financial services firm offering tax preparation, bookkeeping, business coaching, and financial literacy to individuals and small businesses nationwide.
Editorially reviewed by Harvey Brooks
In The Moment Financial Services was founded in December 2019 by Jarde' Allen, a former corporate professional who left a six-figure salary to address financial literacy gaps in minority communities. Allen started the business from her couch in Drexel Hill, PA, with a cell phone and laptop after experiencing firsthand how Black and Brown families default to unprepared family members and friends for tax preparation. The company has since expanded to serve clients nationwide from their Philadelphia location at 5943 Chestnut Street.
The firm offers a comprehensive suite of financial services including tax preparation, bookkeeping, LLC formation, business coaching, real estate coaching, QuickBooks training, and strategy sessions. They provide both virtual and in-office consultations, with most initial consultations priced at $150 (credited toward services purchased). Their stated mission centers on providing financial literacy, coaching, and best practices specifically to minorities, with a focus on building generational wealth and developing minority entrepreneurs.
In The Moment differentiates itself through its explicit focus on serving underserved minority communities and its founder's mission to create resources rather than seek access to existing tables. The company emphasizes personalized, one-on-one coaching and workshops tailored to individual client needs. They maintain a 5-star Google rating and market themselves as having changed clients' financial futures through their services.
The primary caveat is that while positioned as financial services, In The Moment functions more as a financial coaching and tax preparation firm rather than a lender. They do not appear to offer loans, credit repair, or emergency cash products. The website lacks information about qualifications, certifications (CPA, EA status), or specific client outcomes beyond the Google rating claim. Service pricing beyond consultations is largely absent, making cost comparison difficult for potential clients.
Yes. In The Moment Financial Services is a registered company headquartered in 179 W Berks St unit 203, Philadelphia, PA 19122. They hold a NR rating with the Better Business Bureau.
CreditDoc Diagnosis
In The Moment Financial Services is best for minority entrepreneurs and small business owners seeking personalized financial literacy, tax preparation, and business coaching from a founder with corporate and tax expertise. The main caveat is that this is a coaching and tax services firm, not a lending platform—clients seeking loans, credit repair, or emergency cash should look elsewhere. Verify specific staff certifications and detailed service pricing before engaging.
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