Financial Illiteracy is a $436 Billion dollar problem: That’s how much assets are wasted annually by bad money decisions. To put that in perspective, that’s more than the Gross Domestic Product of Hong Kong or South Africa. This is a big problem, that is getting bigger.
As investment professionals, we can be part of the solution.
Learn What We Can Do
To cultivate financial literacy across individuals and communities—empowering people with the knowledge, tools, and confidence to build a stronger, more resilient future.
We envision a world where access to clear, trustworthy financial resources enables every person to make informed decisions for themselves and their families—unlocking generational strength, stability, and opportunity.
Our values are rooted in honesty, ensuring we share only accurate and trustworthy financial information. We take a creative approach to learning, encouraging new ways of thinking that make financial empowerment more accessible. Our solutions are built to scale, extending impact across communities and generations. And above all, we are driven by passion—believing deeply in the transformative power of financial literacy.
Wealth is more than a balance sheet. Explore seven interconnected dimensions that reveal what it truly means to live with prosperity, resilience, and a sense of lasting fulfillment.
Share your ideas, make a contribution, or help spread our message—every action grows the forest.
Get Involved