About Us

WHAT MAKES US DIFFERENT?

Many financial literacy programs just provide information.  We focus on being mindful, establishing good habits and putting systems in place. 

Many programs teach things that are not relevant to the majority of people.  We have fine tuned our curricula for years, adding and removing content to ensure we are addressing the needs of the demographics we serve.

We are about establishing and correcting habits and flawed thinking – we expect our clients to not just be better informed, but to be completely prepared to implement change. 

We are a 501c3 certified nonprofit with a mission to teach what is in the best interest of our clients.  We don’t offer banking services of any kind and have no ulterior motives. We value our independence and the resulting ability to provide honest and impartial life-skills.