Our
Mission
Our mission is to empower individuals and businesses through financial education, helping them develop a healthier and more confident relationship with their money.
We understand that emotions often play a significant role in financial decision-making. Everyone has triggers that can lead to impulsive spending, financial anxiety, or uncertainty about the future. Without the right knowledge and resources, managing money can feel overwhelming.
That’s why we focus on education – providing the tools, guidance, and support needed to make informed financial decisions. By increasing financial literacy, we aim to remove the stress and uncertainty from money management, helping individuals take control of their finances with confidence and clarity.
Back
Story
Our belief is that financial wellness is a contact sport. That there are plenty of “wellness” options out there, portals, videos, calculators, etc. The myth these tools or an interactive web site will turn your employees into little Warren Buffetts by reading and interacting with them is only that, a myth. We created the foundation because we believe that financial education must be interactive, it must include one-on-one access, and it must be individualized or it will be ineffective.
Organizations
We've Worked With
Be Mass Competative Program
Spina Bifida
Open Sky Community Services
Epilepsy Foundation New England
