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Building Financial Futures Since 2019

We started with a simple belief: everyone deserves access to practical, actionable financial education that actually works in the real world.

Our Story

Back in 2019, our founders were sitting in a coffee shop in downtown Detroit, frustrated by how complicated financial advice had become. Everyone was talking about complex strategies and expensive products, but nobody was teaching the fundamentals that actually matter.
That conversation led to something bigger. We realized that most people don't need another investment app or trading platform – they need clear, practical education about how money really works. So we built cdsbaknvies around that principle.
"We've helped over 15,000 people take control of their financial future, and each success story reminds us why we started this journey."
What sets us apart isn't just our curriculum – it's our approach. We focus on real-world application rather than theory. Our students don't just learn about compound interest; they create actual investment plans. They don't memorize budgeting formulas; they build budgets that work for their specific situations.
Team collaboration and financial planning session

Our Mission

To make financial literacy accessible, practical, and genuinely useful for people who want to build wealth without the complexity.

P

Practical Over Perfect

We teach strategies that work in real life, not just on paper. Our students create emergency funds, not perfect spreadsheets.

C

Clarity First

Financial concepts don't have to be confusing. We break down complex ideas into clear, actionable steps you can start today.

R

Real Results

Our success is measured by your progress. We track actual outcomes – debt paid off, emergency funds built, investments started.

S

Sustainable Habits

Quick fixes don't work for long-term wealth. We focus on building habits and systems that last decades, not months.

Meet Our Leadership

The people behind cdsbaknvies bring decades of real-world financial experience and a passion for education that goes beyond traditional advice.

Sarah Chen, Chief Financial Strategist

Sarah Chen

Chief Financial Strategist

Sarah spent 12 years at Goldman Sachs before realizing that the best financial strategies are often the simplest ones. She specializes in turning complex investment principles into practical action plans.

Investment Strategy Risk Management Portfolio Design
Michael Rodriguez, Lead Investment Educator

Michael Rodriguez

Lead Investment Educator

Michael's background in behavioral economics helps him understand why people struggle with money decisions. He designs our curriculum to work with human nature, not against it.

Behavioral Finance Education Design Wealth Psychology