Our Core Beliefs

Our Mission

We are a nonprofit corporation in Houston, TX with a mission to offer financial management coaching for aging and elderly people as they transition into new stages of their life.

We fulfill our mission by guiding older adults through the terminology and process of both financial planning and estate settlement, with a goal that they become more educated and better informed when making financial decisions.

  • We believe that knowledge and education about money issues empower people to be financially self-sufficient.

  • We believe that financial issues are not difficult to learn and can be made easy to understand.

  • We believe that, with collaboration, all people can work through their financial issues.

  • We recognize that settling the estate of a loved one can seem overwhelming, especially when in grief. Helping the bereaved through this process is an important aspect of our services.