About Us

Our Story

Jorge Batres, born in Mexico, never lived a wealthy nor comfortable life growing up in the US. Katie Batres, although born into the middle class, realized at a young age that money was handled very carelessly all around her. Both of their upbringings were different, however still had them end up in the same position by their adulthood: Working hard, while still struggling to live a decent and independent life.

Sound familiar? This is because it's common for millennials and below to feel they need to follow the same path their parents did. The problem here, is that we live in a completely different era. Jorge and Katie decided to follow their passions. Jorge went Into sales, while Katie took a leap of faith In the entertainment world. The biggest take away, realizing people In every Industry are fearful of their financial futures.

Did you know that "9 out of 10 millennials will work until the day they pass away". This Is simply due to the lack of financial literacy In our communities.

They now have a deep passion to educate as many families as possible about financial literacy. They know it's severely important for people to see where they are financially, as well as create a plan to get on the right path and prosper. They don't enjoy anything as much as building this business, and getting to serve others.