How We Got Here
Back in 2019, I was working at a big financial firm and kept hearing the same frustration. People felt talked at, not listened to. They'd leave meetings more confused than when they arrived.
That didn't sit right. Money affects everything in life. If someone's taking the time to plan their future, they deserve straight talk and genuine support.
So imarenaequin started with a simple idea: what if financial planning felt more like working with a thoughtful friend than sitting through a sales pitch? We built everything around that question.