About The Firm

Get to know our story.

What we are Passionate About….

 

We have a philosophy that is centered around teaching, guiding, transforming, and building.
We are intensely focused on bringing out your very best because we want you to be proud of
your company.

We will learn as much as we can about your business; what your goals and
challenges are; and why you want to succeed.

Every business is different and so is every entrepreneur. There is no one-size-fits-all
approach that can be applied across the board. Not only will we be your business coach,
bookkeeper, tax preparer or consultant - we will be your partners and hopefully
even your friends.

 
 

For In-Person Meetings

We have offices at the following locations:

11670 Fountains Drive #200

Maple Grove, MN 55369

5437 212th St W

Farmington, MN 55024

 Vision

To change the relationship businesses and families have with their finances. We want to increase your quality of life by creating comfort and even excitement around your financial situation - currently and in the future.

Mission

We guide our clients by developing and fostering deep relationships that allow us to intimately understand their goals. Our approach allows all of our clients to find financial success without having to sacrifice more of their time. This is achieved with a focus on efficiency and eye on the future, tailored to each client’s specific vision. Our passion allows you to pursue yours.

Values

  • We provide legendary customer service.

  • We create flawless and professional products.

  • We help others achieve their fullest potential and ambitions.

  • We work together to make it all work!