We’re on a mission to have
1 financial advisor per family
To have financial planning as a native language spoken at home.
We provide financial planning services and are a platform for financial education.
We are a financial services (fintech) start-up comprised of licensed financial advisors with a diverse set of working backgrounds. Our team is a mix of professionals and entrepreneurs who work in education, research & development, accounting firms, law firms, insurance agencies, telecommunications, logistics, food distribution, photography and media, supplies trading, and digital marketing.
We hope that our strive for diversity becomes a testament that managing one’s finances is an equalizer.
We provide our services with tools that will enable our customers to have better access to knowledge and information to make more sound financial decisions.
What we promise
Convenience_
Having our needs within reach.
Access to information should be something that everyone should have in the simplest and easiest way possible. We ensure our ability to deliver on this promise by being present in places where we should be.
Quality_
Speaking in the language of the listener.
The transfer of information is done in a way that should not hinder one’s ability to comprehend it. We ensure our ability to deliver on this promise by optimizing the delivery of information based on its relevancy, useability, and credibility.
Compassion_
Always having that human touch.
As human beings, it is innate for us to be sociable and we want that to be felt in everything that we do. We ensure our ability to deliver on this promise by keeping things conversational and finding time to give back to our community and charities we are passionate about.
What we're planning
Here's an overview of where we're headed and what we hope to achieve.
