MEET THE teachers
Our journey began while working for the Federal Government and we noticed that thousands of people were not prepared for retirement. The experience and knowledge we gained from watching Americans retire into poverty inspired us to create an interactive educational program that simplifies personal finances. We know that finances can be boring but we also understand that making it engaging and fun will permanently change our students financial future.
We understand that life happens and majority of us are in the middle of making huge life decisions: pursuing advanced degrees, buying homes, getting married, having kids, and switching jobs. This is when we need financial and tax planning the most! A secure future begins with a healthy foundation.
Our mission is to create a fun, interactive environment for our clients to explore the essential fundamentals to building wealth. We pride ourselves in creating an atmosphere of respect, creativity, and innovation while allowing our students to implement the skills learned with real life situations.