The intelligent expert and guide for your money life.™
CEO
A co-founder of WealthPhase, Doug developed the solution concept and brought together the dream team to turn his vision into reality.
Chairman
A co-founder, Lin is an active leader with a track record of building software companies based on advanced technologies.
CTO
Dean is our CTO. He is a co-founder and leading expert in a specialized area of Artificial Intelligence called Logical Intelligent Agents.
As I drove by the credit union, I noticed their sign showing rates for both 15-year and 30-year mortgages. I thought to myself, "Why do people take out 15-year mortgages?"
Read MoreNew cars, and their associated payments, are one of the top reasons why so many individuals and families fail to achieve financial security.
Read MoreMark and Bethany were surprised to learn that paying an additional $30 a month to American Express could generate additional cash for their retirement.
Read MoreIf you are experiencing the same result (too much month left at the end of the money), don’t waste your time documenting what doesn’t work. That’s all the upside-down budgeting template will do.
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