Meet Jeff Mahoney

• Founder of inFORM Financial Planning
• CFP^® and RICP^® Professional
• Over 18 years of industry experience 
  
  

Family 

Wife, Jen, and two children, Fallon & Duke

Home:

Lakeville, MN

College:

St. Cloud State University

Favorite Activities:

• Supporting his children's activities 
• Golfing
• Anything that takes him outside
  
  

Why Financial Planning?

My entrance into true financial planning began when I created a plan for my mom following a major life event. I was able to provide her with a sense of ease and clarity about her financial future and remove a heavy load of stress so she could focus on her family. Now I’m able to extend my expertise and offer that same sense of comfort and ease to my clients. There’s no better feeling than sharing with someone that their financial dreams are realistically within reach.