Driving success for the business owners &
professionals shaping our community.
Start Your Financial Scorecard Today!
Fill out the Ringer Scorecard to begin your personalized financial review.
The Ringer Scorecard
Money decisions can pile up quickly—how much to save, where to invest, what to prioritize, and how to prepare for the future. It’s normal to feel overwhelmed or unsure.
The Ringer Scorecard turns financial confusion into clarity. I designed it to simplify the complexity and give you a straightforward, golf-inspired way to understand where you stand and how to improve.
And why “Ringer”? In golf, a Ringer is the player you can count on—the one who shows up with consistency, discipline, and confidence when it matters most. The Ringer Scorecard is built on that same idea: a reliable, structured approach that helps you make smarter decisions with your money, one step at a time.
1
Discover
Start with your personalized Ringer Scorecard and an introductory conversation. We’ll learn your goals, identify key opportunities & set the tone for a partnership build on trust.
2
Plan
We’ll design customized strategies tailored to your financial goals, whether that’s growing your wealth, planning your exit, or preparing for retirement.
3
Prosper
Ryan Shannon, CEPA®
A passion for the game. A purpose for your goals.
Ryan Shannon, CEPA®, believes that the best financial planning goes beyond numbers. His journey into financial planning was inspired by his family’s legacy of entrepreneurship. Growing up, he saw both the pride and sacrifice that came with building a business, as well as the stress and uncertainty that came when it was time to transition or step away. These experiences led him to dedicate his career to helping others gain clarity and confidence in their financial lives.
VIDEO PROFILE
Get to Know Ryan Shannon
How We Help
At Ringer Financial, we believe that great planning, like great golf, starts with understanding the course ahead. We take the time to understand your unique goals and circumstances so we can develop a plan that fits your life and values.
Personal Financial Planning
We work to build a strategy that fits your life, not just your balance sheet.
Business & Exit Planning
We assist business owners in evaluating options for transition, succession, and exit planning. Our process is designed to help you prepare for the next stage of your business and personal life.
Retirement Income & Wealth Transfer
We will help you develop strategies to manage income needs and legacy goals during retirement. The focus is on creating a thoughtful plan that aligns with your long-term objectives.

