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About
the team
With decades of experience across different areas of financial wellness, our team offers a holistic approach to fulfilling our mission in empowering your financial freedom.
Alejo Torres, Director of Financial Well-Being (top left) Warren Bell, Product Owner (top right)
Kim Chavez, Coaching Senior Lead (bottom left)
Dani Buschick, Manager (bottom right)
Our philosophy
Trust + Innovation = Growth
Life happens. Money matters. We’re here for You.
trust
Subscribe and gain access to our newsletter and live event invites!
growth
We help coach you through improving your credit score, optimizing your savings, and building better money habits.
innovation
We empower you by engaging, influencing, and inspiring to make your money go further through personalized solutions.