We see our mission as a moral one. Financial advice has traditionally been a bastion of the wealthy, while less experienced and less affluent investors are left to go it alone. We believe that your time is your most valuable asset, and waiting until you think you're wealthy enough to seek advice is the biggest mistake most people make. The earlier you begin thinking critically about money, regardless of your current financial situation, the better off you will be in the long run.
Our Core Values
The best time to plant a tree was 20 years ago. The second best time is now. - Chinese Proverb
This life is our one chance to get things right. We can build a great life for ourselves, but only if we make an early and active choice to do so.
TIME IS OUR MOST VALUABLE ASSET
"Happiness is the meaning and purpose of life, the whole aim and end of human existence." - Aristotle
A precursor to true happiness is a plan for a purposeful life. While others buy luxuries for short-term happiness, we can instead buy freedom and long, joyful life.
HAPPINESS IS THE MOST ENVIABLE LUXURY
"An investment in knowledge pays the best interest." - Benjamin Franklin
No one is born with the widsom to build wealth, yet education is crucial to our financial freedom. To invest wisely in the future, we must first invest in ourselves.
INDEPENDENCE IS BUILT ON EDUCATION
"We are enriched not by what we possess, but by what we can live without." - Immanuel Kant
Wealth is a product of the choices we make and the habits we adopt. We can exercise control over our choices and build wealth over time.
WEALTH IS A CHOICE