Our Journey in Financial Education

We've spent over a decade helping people navigate their first steps into investing, turning confusion into confidence through practical learning

Explore Our Programs

Why We Started This Work

Back in 2013, I was working with a client who'd inherited some money and felt completely lost about what to do with it. She'd been to three different financial advisors, and each one spoke in a language she couldn't understand.

That conversation changed everything for me. I realized there was this huge gap between what people needed to know and how financial education was being delivered. Most resources either assumed you already knew the basics or threw so much information at you that it felt overwhelming.

So we started small. Just a few evening sessions in Westport, teaching the fundamentals that everyone should know before they make their first investment. Word spread, and here we are twelve years later.

Students engaged in a financial education workshop discussing investment basics

How We Actually Teach

Our approach focuses on building understanding step by step, with plenty of time to ask questions and practice with real examples

Start With Your Situation

We begin every program by understanding where you are financially and what you're hoping to achieve. No generic advice - everything we cover relates to real situations our students face.

Learn Through Examples

Instead of abstract theory, we work through actual investment scenarios. You'll analyze real companies, compare different fund options, and understand what those numbers actually mean.

Practice Before You Invest

We use simulation exercises where you can make decisions and see outcomes without risking real money. It's the closest thing to learning by doing, without the stress.

Build Long-Term Skills

Our programs teach you how to evaluate investments yourself, not just follow someone else's recommendations. The goal is independence and confidence in your own decisions.

Interactive learning session with students analyzing financial charts and investment portfolios
Small group discussion about investment strategies and financial planning concepts

Who You'll Learn From

Our team brings together practical experience from both sides of investing - the technical knowledge and the human side of making these decisions

Maeve Thornfield, Director of Financial Education at Luxmental Corvalis

Maeve Thornfield

Director of Financial Education

Former investment analyst who discovered her real passion was teaching people how to understand their options, not just following recommendations.

What Makes Our Teaching Different

Maeve spent eight years working for investment firms before realizing that most people needed something completely different from what the industry was offering. She started noticing that clients who understood the basics made better long-term decisions than those who just followed advice.

Our teaching team includes people who've worked in various parts of the financial sector, but what we all share is experience with the questions real people ask when they're starting out. We remember what it felt like to not understand this stuff.

  • We use plain language explanations for everything, even complex concepts
  • Our examples come from real market situations, not textbook scenarios
  • We encourage questions during sessions - there's no such thing as a stupid question
  • Follow-up support continues after your program ends
  • We update our curriculum based on what students tell us they need

The best part of this work is watching someone go from feeling intimidated by investing to having genuine confidence in their ability to make informed decisions. That transformation happens because we focus on understanding, not memorizing rules.

Our Commitment to You

Financial education should prepare you to make your own informed decisions, not create dependency on advisors or gurus. Everything we teach is designed to give you the tools to evaluate opportunities yourself.

"We measure our success by how confident you feel making your own investment decisions, not by how much money you make. The goal is competence and independence, not quick profits."

We're here for the long term. Students from our 2014 programs still email us with questions, and we're always happy to help. Once you've learned with us, you're part of a community of people who approach investing with the same thoughtful, informed perspective.

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