Just because someone is financially “illiterate” with the conventional financial system does not mean they are unskilled at managing the base problems that the system was built to solve

We must never forget how much can be learned from those who do things differently. How important it is for those of us who teach, to also listen and learn… not just about the latest tax law, but from those who have never heard of it.

This belief is built off of my firm stance that finance’s true complexity is not based in formulas and opaquely constructed instruments. It’s complex because at its heart are the fundamental questions of:

What do I want? What is enough? And how do I take one step forward in a world full of uncertainty?

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