Shaping Wealth

FUNDED CONTENTMENT FOR EVERYONE

Making good money decisions is hard.

Our brains were not wired to invest, save, and spend wisely. The endless noise and infinite choice of modern living make the problem worse. Even so, we strive for financial wellbeing for ourselves, clients, and communities.

Shaping Wealth is a learning platform transforming the human experience of money.

As experts in psychology, finance, technology, and education, we combine science and story to help people underwrite a meaningful life. It’s what we call "funded contentment."

We create original content on
money, minds, and markets.

Advisors, employers, and other organizations are improving their clients’ lives and bolstering their own businesses with Shaping Wealth.

Join us on the journey to funded contentment