Most financial professionals target the affluent; doctors, lawyers, business owners & high net worth individuals.
Years ago, we attended a networking event for professionals in career transition. We saw people hurting & decided to do something about it.
We met people who were passionate, hard-working, and intelligent—but were also frustrated, afraid, and in need of clarity.
The more we talked and helped people through their transition the more we knew it was what we wanted to focus on.