Big Picture

We love to teach and we love to learn; it’s in our bones.

We make finances approachable (gasp!). We start by making sure you understand the basics, and making sure it’s comfortable for you to talk openly about your finances, then we build from there. The financial concepts we teach aren’t ; we didn’t just make them up. They’re tested, vetted and used by most money-making entities across the globe. They’re just different than what 99-point-whatever percent of financial advisors are feeding their clients.

See, for the most part, big-time financial firms and their advisors teach you to go one route, but they go a different route themselves. Then, they are the ones who end up with the impressive skyscrapers, the fancy office views and the corporate yachts. We don’t think this is right, so we do things differently. We want you to not only think differently about finances, but also act differently. This way you can make financial moves that best help get a fancy skyscraper office with a view overlooking your yacht (if that’s what you want).

Our big picture approach considers all these pieces: saving, getting out of debt, enjoying your life today, creating a wealthier tomorrow and protecting your wealth.

We love to teach and we love to learn; it’s in our bones.

We make finances approachable (gasp!). We start by making sure you understand the basics, and making sure it’s comfortable for you to talk openly about your finances, then we build from there. The financial concepts we teach aren’t ; we didn’t just make them up. They’re tested, vetted and used by most money-making entities across the globe. They’re just different than what 99-point-whatever percent of financial advisors are feeding their clients.

See, for the most part, big-time financial firms and their advisors teach you to go one route, but they go a different route themselves. Then, they are the ones who end up with the impressive skyscrapers, the fancy office views and the corporate yachts. We don’t think this is right, so we do things differently. We want you to not only think differently about finances, but also act differently. This way you can make financial moves that best help get you a fancy skyscraper office with a view overlooking your yacht (if that’s what you want).

Our big picture approach considers all these pieces: saving, getting out of debt, enjoying your life today, creating a wealthier tomorrow and protecting your wealth.

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