Call Us At (860) 677-1753

Our Mission is to organize America's personal finances to eradicate financial insecurity and fear to live financially free.

We believe in:

Fiduciary Responsibility

The client's needs
are priority one.

Give More than is Expected

Never refuse to help someone who seeks our help, but can't afford to pay.

Organized Communication

Financial independence is not the goal, rather the result of financial freedom.


Financial worth is not the value of a person. A person's worth is measured by their character and actions.

Through our beliefs and mission we envision:

Helping 5,000 millennial-aged individuals to organize their finances to have a clear, detailed, and actionable financial plan.

By the year 2020, we will:

  1. Develop free tools and seminars for individuals looking to take control of their financial situation.
  2. Give one on one advice to all who desire it.
  3. Implement plans with honesty, transparency, and cost-effectiveness.