Our Beginning
Back in 2019, I was helping my neighbor understand a loan document when something clicked. Here was someone with a successful small business who felt completely lost reading financial terms. That conversation in my kitchen became the first of many.
Word spread quickly. Soon, weekends meant hosting small groups of friends and neighbors around budget planning. We'd drink coffee, share stories about money mistakes, and figure out practical solutions together. Those early sessions taught us something important - financial education works best when it feels like a conversation between friends.
By 2022, we'd outgrown living rooms and community centers. But we never outgrew the approach that made those first workshops special. Today, whether we're working with young professionals or established business owners, we still believe the best financial decisions happen when people feel heard and understood.