Who We Are​​​​​​​
We provide the tools that finance professionals use to turn a single, one income earner into a double- or triple-cashflow stream– whether tax minimization, debt elimination, expense reduction, or investing personal time & money in your business or stocks of other high performing companies and projects that are driving meaningful, positive social and environmental change.
Today, we are a community of over 60,000 individuals working in improving the finances of others. We have hosted dozens of events and workshops that provide new knowledge or help our members put new concepts into practice.
A NOTE FROM OUR FOUNDERS​​​​​​​
We share the belief that financial literacy is a force for good. We also recognize that the financial system of the future will be what we make it.​​​​​​​
As Gen Y and millenials, working our way through some of the toughest situations at home and work, we have found many opportunities to have a greater impact on those closest to us as well as those we cross in our paths– from the way we reach partners, to the products we offer, to the values of the strategies with regard to income shifting ... Its both inspiring, and daunting.
On our own journey to do things differently, we’ve learned a lot about what works. We have a good idea about when you need guidance, when you need knowledge, when you need inspiration, and when you just need a connection to that right person who will get you on your way. We started Our Finances Matter as part of this journey.
Our Finances Matter is designed to help you take advantage of the opportunities you have to increase your own impact on our society & environment. We want you to have access to inspiring peers and leaders, to get short and sweet guidance on new models like impact investing or on the relevance of climate change for our industry, and to get referrals to the right impact-focused job or volunteer opportunity for you. Being able to share your stories of success with others through our online and offline community is icing on the cake.
