Mission & Vision

Empowering families especially women with financial knowledge.

Differentiating Factors

• We are committed to empowering and engaging every woman so that if something happens to the head of the family, they are prepared to make smart financial decisions.
• Short-term and long-term strategies for foreign nationals and immigrant families.
• After-hours and weekends consultation and services
• Advocate of diversification of Income, Tax and Investment

Story

Having had a career as a successful executive for more than 20 years, Sobha Potu started a second career in financial industry on a part time basis while having a full time IT career.

While pursuing her dreams of being an entrepreneur, Sobha not only put her financial house in order but also strives to help other families especially women educating and empowering them with their financial lives striving to make a profound impact on the lives of other people.

Later experienced serious health issues unable to go to job, this opportunity in financial industry changed her life and her family’s financial future. This career gave her financial stability during difficult times. She is now on a mission to offer this opportunity to families and help them build a second career.