How We Started
Back in 2017, I was working with individual clients who kept making the same investment mistakes. They'd read books, watch videos, even take courses – but something wasn't clicking. The problem wasn't intelligence or motivation. It was habit formation.
Most people know what they should do with money. The challenge is actually doing it consistently, especially when markets get volatile or life gets complicated.
That's when we shifted our entire approach. Instead of teaching more financial theory, we started focusing on the psychology of investment behavior. We studied what successful long-term investors actually do differently – not what they know, but how they think and act.
