Nxtvisor

Nxtvisor is a financial services firm that specializes in bridging the knowledge gap between generations, ensuring businesses have the tools to grow their financial and economic future. Founded in 2012 by Katherine Boean, a Certified Financial Educator (CFE), with a team that is Certified Enrolled Agents (EA) and Professional Business Planner (PBP), the company has grown to offer a diverse range of services for individuals and businesses. Our services include financial coaching, financial planning, real estate, business planning, tax strategies, and consulting services. We believe in providing our clients with comprehensive educational resources to help them make informed decisions about their financial future. Our goal is to empower individuals and businesses to become financially successful and secure. With our knowledgeable and experienced team, we strive to provide the highest quality of service and support to our clients.