Boutique financial publisher providing education and coaching to independent investors.

We’ve built a customer-centric company that embodies our mission – have fun and create value. And that’s exactly what we strive to do every day.

About the Founder.

Susan Lassiter-Lyons is a semi-retired financial coach, best-selling author, entrepreneur, and investor. She’s had a long career helping people create wealth.

Susan lives in Palm Springs, California where you’ll find her on the tennis court, relaxing poolside with a great book, or looking for the perfect opportunity to drop a ‘that’s what she said‘ joke.

Get in Touch!