TYS, LLP - Tim Shortsleeve
Being responsible for the livelihood of over 25 employees and their families and also have over 1,000 clients that trust us with their taxes and accounting needs.
Finance
Keep More, Make More & Live More - CQ Consulting
My business helps our clients create more cash flow with alternative solutions so they can achieve financial independence in 3-7 years. My firm’s philosophy is we should make more, keep more, and live more now- not just in retirement.
Build a Profitable Business - Caritas Company
I've helped over 140+ business owners in the past two years to be more confident and intentional with their money through my signature online course (Bookkeeping Bootcamp) and VIP coaching program.
The House of Opulence and Healing - Elisa Canali
Success means cutting ties to my trauma story and breaking generational poverty stories in my lineage. Seeing women be truly embodied in their divine feminine makes them feel luxurious, beautiful, and easy.
Clients First - Davis Rea Investment Counsel
Money is a tool; it is not good or bad. It is to be managed and protected. Money without insurance is a fool's game that has many pitfalls to it.
Mindset + Money + Lifestyle - Wolfe Collective Wealth
Prioritizing my efforts! It's easy to get caught up trying to do everything for everyone, so being clear about what the end outcome is and what I seek to achieve, is what keeps me focused.
Scarcity is an Illusion - My Gold Standard
My Gold Standard is a financial literacy company for QTBIPOC. I teach individuals, businesses, & even families how to build wealth and claim their financial power and agency. I currently work 1:1 with people as their wealth coach and equip them with a wealth roadmap a tool for financial liberation.
Innovation-Focused Investment Management - James Vermillion
I primarily serve millennials who are looking to build their wealth and ultimately use it in ways that are aligned with their personal values and financial purpose.
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