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.
Finance
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.
Feel Good About Your Money - Conscious Wealth
There is a huge need for fee-for-service financial advice, but I prefer to let business come naturally through referrals rather than spending time and money on marketing.
Natural Life Business Partnership - Camille Miller
I created a global professional organization for soul-aligned business owners and entrepreneurs who want to build robust businesses that impact the world. We are in our seventh year of business and went to an online model in 2018.
Soulful Approach to Financial Strategy - Bridgette Boucha
We are a fractional CFO team that provides financial strategy and services to heart-centered, mission-driven business owners who generate between $500k - $2M in annual revenue and are looking for clarity and confidence around their numbers.
Freedom in Finances - Paige Cole & The RICH Method
I would say my biggest accomplishment is creating a coaching business outside of the club that replaced my dancing income!
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