We are a nonprofit entity dedicated to investing in ideas that expand and cultivate financial literacy among individuals and their communities. We were started by some fiduciary advisors and partners of the Sequoia Financial Group who have dedicated their lives to bettering the financial well-being of people. The donor saw the opportunity to expand the reach of literacy beyond traditional investors and sought to expand the concept of financial well-being to more people in more walks of life, some with specific needs, and others in sector of wealth literacy that apply to many, but are rarely talked about in a business based almost exclusively on money. The donors feel that wealth is more than money, it’s the wealth of time, of relationships, of curiosity, of spirituality, of health and of family. And, of course, all these forms of wealth come back to money.
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.
Share your ideas, make a contribution, or help spread our message—every action grows the forest.
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