Values

Honesty

Honesty is in our name, so it’s pretty freaking important! Honesty means showing up in a truthful, vulnerable, and candid manner.

Integrity

Integrity means standing behind our actions and words. It’s about being substantive and providing quality support.

 

 

Security

Lots of our clients come to us feeling insecure in their finances. Security is one of our core values because we believe everyone deserves the stability of a secure financial future.

Heck-Yes Attitude

Managing your finances may feel daunting, but we believe a heck-yes attitude is essential for success! It means giving everyone the benefit of the doubt.

 

 

Contributions

Community

We’re passionate about giving back to the community. Currently 2% of top line revenue is donated to Ekone Ranch, a local non-profit our owner, Morgaine, has been involved with since she was 12. It fosters land stewardship, place-based education, and authentic community by providing a land trust, green burial grounds, and summer camp.

Climate

We participate in the Stripe Climate program, contributing 1% of transactions on the Stripe network to next-generation carbon removal companies. Participation in the program helps accelerate the devolvement of carbon removal technologies.