DO YOU EVER FEEL ALONE WHEN IT COMES TO PLANNING YOUR FINANCIAL LIFE?
Our goal is to help you understand your unique situation, we can help you learn how to make the most of your income. We want you to feel in control of your financial picture.
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WHAT ARE YOU BUILDING?
You are in the business of building. Building a network, a legacy, and a lifestyle. We work with entrepreneurs that are building rental portfolios, a business to grow and sell, or a business that will secure your retirement.
Being an entrepreneur requires careful planning, organization, and accountability. We have done this ourselves through building and running our own investment portfolios.
Our experiences give us the tools that enable us to help you build your business too. You went into entrepreneurship because you were attracted to the lifestyle that it could offer. Freedom appeals to you - freedom with your time, finances, choices - and we can show you how to get there.
ABOUT US
Shauna and Nicole are both CPAs who are committed to serving our clients, families, and community. We focus on education so that you understand the solutions available to transform your business and your life.
We seek to look for ‘big picture’ solutions for you and always deliver more than is expected. To accomplish this we invest in building a personal relationship with you and work hard to understand your personal and/or business goals, aspirations and dreams. We work with clients that value communication all year long.
We strive to bridge the gap between doing life completely virtual and also recognize the importance of making a personal connection in the real world.
Our mission is to help you embrace technology and virtual solutions so that you can get a clear picture of your financial position.
