About Us

 Shay has an undergraduate degree in Finance as well as an MBA with a concentration in Finance, and has been investing for 20+ years. She believes in simplifying everything in life as much as possible, including her investments.

Yohann has studied the ins and outs of investing for 20+ years and has passed the Security Industry Essentials exam. He enjoys researching and monitoring the financial markets on a daily basis and engaging with others about the latest events.

Together we have over forty years of combined experience studying and practicing personal investing and savings, resulting in a net worth of approximately $2.4 million by the time we were in our forties. We are not certified financial planners and we are not accredited with any investing or wealth management institution. Our intent is purely to educate you on what worked for us, and help you get started on your own path to financial success.

Over the years, Shay has developed a strong foundation in Microsoft Excel, and uses several spreadsheets to track her spending and investments which has proven immensely helpful in her financial planning. These spreadsheets are now available to you to purchase because we believe these tools will also help you map out and better visualize your savings and investing progress.

We also have a passion for travel, and we know that many of you do too! We have found that many people often don't know what to expect when it comes to local costs at various destinations, so we want to share our travel spending so that you can be better informed about how much you might expect to spend if you were to go to the same great destinations.