Our co-founders, Adam Tau and Rebecca Miller, started the practice as a husband-and-wife team. “While we were both working at Fortune 100 financial companies, we’d come home and chat about the standard way of reaching out to potential customers, running meetings and designing plans that was being drilled into us all day – but it didn’t feel genuine to either of us,” Rebecca shares. “We valued independence, but we both felt we were being backed into a wall, being pushed to sell each firm’s proprietary products, even if there were more effective solutions outside of those. We knew there had to be a better way to offer financial advice, even if going at it alone seemed like an uphill battle. Doing it our way meant too much to us to not go for it.”