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Jonathan and his brother Dave had plans. Jonathan has been a financial advisor working with wealthy folks for over 2 decades. David was a technologist using social media to reach the masses with important information. They had been working on plans to start a financial co-op, or a non-profit, to provide financial education to the 99% for the better part of a decade. They were on the door-step of making the plans a reality when tragedy struck Dave drowned in the Pacific Ocean.

Now Jonathan is transforming his own life to pursue the dream they shared together without his brother. He is asking questions about what it all means. He is rebuilding (in an altered form) his good habits from scratch. He is preferencing impact over money; significance over success. He is joining a small group of advisors who are helping people launch their dreams instead of only working on people who are protecting their dreams.