Who We Do It For

Our Potential Constituencies.

Unleashing the 10X Power of Professional Networks. There are over 11,000 Exchange Treed Funds globally, over 6,000 listed stocks in the US alone, over 10,000 viable cryptocurrencies, and over 9,000 Banks and Credit unions in the US. This network of wealth advisors and consultants is an untapped resource who can be inspired, empowered and armed with financial literacy tools to reach and help focus the investment decisions of millions.

Wealth literacy is far more than knowing how to budget or save—it’s a multidimensional skillset that intersects with psychology, policy, technology, and inequality. Its complexity lies in the layers of knowledge required to navigate modern financial systems. There are complex financial instruments vastly more complicated than checking accounts or bank accounts, digital currencies, investing, mortgages, debts, taxes, estate planning, all add layers of complexity to an ever-changing system.

First Financial Coaching

Recruiting An Army of Better Educated Future Investors

We see many constituencies, ranging from broad demographic groups to communities with specific issues.

  • Young people (under 25)
    • Grades 6-12
    • College
    • Grad School

  • People in underserved communities (E.g. where payroll loans and high cost debt is used)

  • People wanting to retire

  • Families with Special Needs family members

  • Entrepreneurs

  • Families who want intergenerational education

  • Military members

  • Young professionals starting a career (new doctors, nurses, attorneys)

  • People wanting to fund future education for next generationsEntrepreneurs

We are ready when you are ready to get started.

Share your ideas, make a contribution, or help spread our message—every action grows the forest.

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