How We Started
Back in 2019, Marcus was working in traditional financial planning when he noticed something troubling. Clients kept coming in with the same problems — not because they needed complex investment strategies, but because no one had taught them the basics of managing day-to-day money.
The breaking point came when a young couple, both teachers, sat in his office stressed about their finances. They had decent jobs, but felt completely lost about where their money went each month. That's when Marcus realized the industry was missing something fundamental.