How We Got Started
Back in 2019, I was sitting in a Buenos Aires café watching a friend try to understand their investment portfolio. The advisor had used about fifteen different terms that might as well have been in ancient Greek. That's when it hit me – finance doesn't have to be this complicated.
Most financial education focuses on theory. We focus on what you actually need to know when someone's explaining your mortgage, your investments, or your business loan. Real situations. Real language. Real understanding.
Our approach works because we start with the conversation you're going to have, then work backwards to build the knowledge you need.