We cater to high school and college students who are just beginning their financial independence, and to adults who are in-transition, perhaps suddenly responsible for managing a household. Our mission is to help all of our clients - regardless of their prior experience or background - expand their knowledge base so that they can understand better the personal financial issues that we all encounter regularly and address them with confidence.
We want our
clients to become informed, capable of making independent decisions and
personally responsible for their financial future. Although a number of individuals seeking our
advice come to us with an understanding of financial issues or investment
experience, many of our clients are novices who are starting from the beginning
with relatively little knowledge.
We offer money coaching both in person and on line, workshops, seminars, and ongoing investment support groups.