Our Beginning
Back in 2019, I was having coffee with a friend who'd just gotten a promotion. Great salary bump, but she had no idea what to do with the extra money beyond letting it sit in savings.
That conversation stuck with me. Here was someone brilliant in her field, completely capable of learning complex concepts, but she felt locked out of investing because the financial world seemed designed to confuse rather than educate.
We realized there had to be a better way to teach investment fundamentals – one that respects people's intelligence while acknowledging that financial jargon can be unnecessarily intimidating.