ACORN FINANCIAL IS OPEN FOR BUSINESS
Kristen Rayner of GV 47 is excited to announce that together with Ross Brown, Acorn To Oak Financial is open for business!
With over 40 years of combined experience in personal finance, Kristen & Ross have formed this new Firm to work with families and small businesses to manage their savings, investment and insurance needs. By running an independent practice, Acorn To Oak Financial can serve clients from a “strategy-first, product-last” approach. Their unique process allows them to follow a consistent and principle-based approach to building financial futures, rather than pulling products off a product shelf that can stand in the way of a client reaching their full potential.
Click below for a quick video of introduction, and be sure to follow the Facebook business page for updates and lots of great resources.
https://www.facebook.com/acorntooakfinancial/videos/2683372071882326/
“Everything we do for our clients is structured and intended to ultimately increase their net worth, while reducing their overall risk.
Our mission is to do this without any real sacrifice in our clients’ lifestyle.”
Patricia is the Business Mentor and owner of Grow Vantage and a Past President of the Barrie Chamber of Commerce. She applies over 30 years of business experience (from start-up to corporate) to mentor entrepreneurs. Since 2011, she has held over 6,500 coaching and training sessions in-person and online. Through Ask For Directions Training, her entrepreneurial training program (and parent company Grow Vantage), and as a business coach, she works with start-ups who are new (or who have lost traction) to design, launch and grow their businesses. Along with 20 other expert instructors she teaches strategies in marketing, sales, communications, and finance, as well as practical techniques to increase productivity, and manage their businesses. In other words, everything entrepreneurs need to learn to grow and run their businesses successfully, and avoid the costly mistakes they can't even see coming - that lead to delays in growth and getting stuck.
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