About

who we are • what we do

Our Mission

We are on mission teaching and equipping the next generation to save and spend with intention.

our vision

We strive to use our abilities and resources to be an authentic presence in the communities we serve. To encourage everyone we encounter to live with financial well being by a transformed relationship with money.

We are emboldened in this vision by the capacity, courage and intensity of our late son, Ethan Wang, and carry forward the legacy of his life in everything we do.

Integrity

We strive to do the right thing even when no one is looking and work with honesty and transparency.

Authentic & Trustworthy

We show up with genuine spirit and true to ourselves and with others. We earn the trust of our clients by nurturing positive relationships.

Curiosity & Learning

We approach the world and each other with a sense of wonder. Encouraging continuous learning and growth for ourselves and our clients.

Accountability

We own our decisions and the related outcomes and help our clients accept responsibility for theirs.

Compassion & Respect

Treating everyone with dignity while actively empathizing with the experiences of others, without judgement or assumptions.

Courage

We model strength and perseverance in the face of discomfort, pain or grief. Having the willingness to face circumstances despite fear of unknowns.