Who We Are

We are an organization that helps people make better financial decisions, provides them safe and affordable financial services, and protects their wealth.

Core Values

  • Integrity, honesty and transparency in everything we do
  • Creating and sustaining social change
  • Growing and protecting the wealth of our community members

Signature Innovations

  1. Regular Monitoring and a Measured Approach We are not a one-shot planning service that gives you a list of 20 things to do. We regularly monitor your finances and track your progress. Every quarter we report on your progress, adjust for any life changes, and suggest (and explain) the next actionable steps for reaching your goals.
  2. Accessible Pricing Reflecting our social mission, we offer a range of prices to ensure that planning services are available across incomes and life stages. Other one-on-one financial planning services cost thousands of dollars and cater only to the wealthy. We believe in helping everyone build wealth. With that, we provide exceptional value to our members.
  3. No Dependency We are not taking over your finances, and we will never try to make you dependent on our services. We explain everything we recommend. It is our mission to ensure that, even if you should leave our community, you’re far better off than when you started.

Read about our history »

Meet our team »