When I first began, my goal was to offer exceptional service to individuals often seen as “having it all together” due to their income level. I noticed that many firms catered specifically to low-income clients or offered boutique services for high earners. My mission was to bridge that gap, delivering more than just a service—I aimed to create an exchange of information that was clear, accessible, and free from overly complicated jargon, ensuring that clients truly understood their financial standing.