What We Do
We love investing and sharing our business, finance, and investing knowledge with school-age and adult clients.
Testimonials
We started teaching school-aged learners (ages 10 to 18) on the Outschool education platform in 2022. See how clients rated us. See star ratings and read reviews.
We recently expanded our services outside of Outschool and we look forward to providing a link to those reviews soon.
We recently expanded our services outside of Outschool and we look forward to providing a link to those reviews soon.
Why Choose Us?
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Commitment to Clients
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Commitment to Excellence
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Professionalism: Clients will be treated with respect, patience, and empathy. Our meetings are never rushed. We are available to answer questions during and after meetings. As professionals, we ensure our knowledge is accurate, cite sources, continue to learn, and separate facts versus opinions.
Client Trust: We ask ourselves: how would our clients like to be treated. Our client’s interest is always above our own. If you are unsatisfied with our services, we will give you a free service or refund 100% of your money. We uphold high ethical standards, such as providing transparency into our business practices: detailed service/product descriptions, no hidden costs, and the status of our work. |
Completeness: Investing has many gray areas. We ground our approach with facts, evidence, and best practices before presenting opinions and alternative viewpoints. We help our clients move from a simple understanding of a topic or concept to understand their importance, exceptions, and nuances.
Mastery: Investing intersects many disciplines, such as accounting, economics, history, social psychology, technology, etc. We aren’t afraid to dive deep and broad with our clients and help them master their education and skills. |