We are dedicated to empowering First Gen Wealth builders to lead their ideal lives and create financial abundance.

Our core values are our touchstone and commitment to you.

We are dedicated to empowering First Gen Wealth builders to lead their ideal lives and create financial abundance.

Our core values are our touchstone and commitment to you.

Shame, guilt and judgment free zone

We get enough shame and guilt in the rest of our lives. It doesn’t exist here. We do have one rule.

There are no dumb questions.

ASK ANYTHING.

Deep Listening and the Time you Need

We give you the time and space to be really heard. You’ll never be rushed off a call or told, “Time’s up! Save your questions for next quarter!” This is the unfortunate reality of the “fast-food style” financial shops. In and out as fast as possible.

Not here.

We love everybody just the way you are

LGBTQ+. Love you! Person of color. Love you!
You come from money but just really dig the vibe here.
Love you! You didn’t like the Hamilton musical….Wait…just kidding. Love you! (But let’s talk…)

Compassionate Accountability

Your win is our win.

We will celebrate all the wins, big and small. They all matter.

We’ll also hold us accountable along the way. And we’ll always be honest with you in the most compassionate way.

Be thirsty for information

Financial planning is ever-evolving. Laws change, tax code changes, rules change, your needs will likely change. We are life-long learners and will keep in front of all the changes so you don’t have to be. And we’ll communicate this to you proactively.

Shame, Guilt and Judgment Free Zone

We get enough shame and guilt in the rest of our lives. It doesn’t exist here. We do have one rule: There are no dumb questions.

ASK ANYTHING.

Deep Listening and The Time You Need

We give you the time and space to truly be heard. You’ll never be rushed off a call or told, “Time’s up! Save your questions for next quarter!” This is the unfortunate reality of “fast-food style” financial shops. Not here.

We Love Everybody Just The Way You Are

LGBTQ+. Love you! Person of color. Love you! You come from money but just really dig the vibe here. Love you! You didn’t like the Hamilton musical…Wait…just kidding. Love you! (But let’s talk…)

Compassionate Accountability

Your win is our win. We will celebrate all the wins, big and small. They all matter. We’ll also hold us accountable along the way. And we’ll always be honest with you in the most compassionate way.

Be Thirsty For Information

Financial planning is ever-evolving. Laws change, tax code changes, rules change, your needs will likely change. We are life-long learners and are at the forefront of all the changes, so you don’t have to be. And we’ll communicate this to you proactively.