Meet the CEO
Katherine Boean
CEO and Founder of Nxtvisor. She has been working in the financial industry for over a decade with a proven track record of success with her clients. Previously recognized as a Top Performer in the banking industry and is a Power Player as a Financial Literacy Specialist. She served as a member on the board of directors for a non-profit organization and currently volunteers at her local church in the children's and women's ministry.
One of her most important roles as a CEO and Founder of Nxtvisor is coaching and developing professionals to become the next financial leaders of tomorrow. Her passion for helping others by pushing them to reach both their personal and financial goals, as well as having the ability to establish lifelong business relationships is what makes working with this company so rewarding. Find out more today on how Katherine Boean and her team can move you towards financial freedom by booking a consultation at the link below.
What We Offer
Wealth + Health
Products to Match Your Financial Strategy
Products to Match Your Financial Strategy
We conduct a Complementary financial need analysis to get the best understanding of your business needs and financial situation. We are here to understand your business and personal needs first!
Products to Match Your Financial Strategy
Products to Match Your Financial Strategy
Products to Match Your Financial Strategy
When working a company of our caliber, it helps to have access to products from the most familiar names in the industry, so you can build a well-rounded portfolio fit for your specific needs.
A Flexible Entrepreneurial Opportunity
A Flexible Entrepreneurial Opportunity
A Flexible Entrepreneurial Opportunity
Interested in new opportunities for growth and connection? Take charge of your own financial future and get started with us today with little to no financial background.
Management Services Organization (MSO)
A Flexible Entrepreneurial Opportunity
A Flexible Entrepreneurial Opportunity
We are a Management Services Organization (MSO) that supports healthcare practices by managing operations, HR, compliance, and administrative tasks. Our tailored services reduce overhead and streamline daily functions, allowing providers to focus on patient care while we handle the business side of running an efficient, compliant, and successful clinic.
View Our Services
Subscribe
Sign up to hear from us about financial news.
Reviews
Contact Us
Get Started Today
Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!
Hours
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: By appointment