Sarah Hooper
"When I started my law practice Shannon was an invaluable part of the process. As someone without a finance or accounting background I found diving into the realm of bookkeeping a bit daunting. Shannon completely alleviated my concerns. Shannon tailored our entire...
Meghan Telpner
Working with Shannon has been a game changer. As my business became profitable, I wanted to ensure that I was being wise with my finances for both my business and my personal life and Shannon was able to provide a holistic perspective that helped me put effective...
Gwen Elliot
“Working with Shannon was a complete game changer. After one session working with Shannon, for the first time EVER I had real clarity on how to run my finances as a sole proprietor. Shannon’s amazing advice, expertise and her ability to break it down so I could...
Stephanie Guthrie
Shannon Simmons is the only financial advisor I've ever worked with who makes me feel competent enough to handle my finances. She avoids jargon and explains her processes in full, because she actually wants you to leave the session with a better understanding of how...
Pre-approval for a Mortgage
So, you’ve saved up a down payment, you know you’re not going to be house poor and now you want to start your house search. Before you begin, you should get pre-approved for a mortgage from your financial institution. Here’s how to wow your financial institution...