Our Story
Stonebrook Mind & Money began with a simple observation: people rarely make money decisions in spreadsheets. We make them in kitchens, group chats, and quiet moments of uncertainty. Our founders—behavioral researchers and planners—built a school that acknowledges the human side of money first, and then teaches tools that fit real life.
Mission
To help people build calm confidence with money through ethical, research-informed education that respects context, culture, and constraints.
Approach
We translate behavioral insights into small, testable actions. We value progress over perfection and reflective practice over hacks.
Standards
We disclose limitations, avoid guarantees, and publish plain-language policies. We welcome feedback and iterate with care.
Team
Rhea Carter
Behavioral Scientist, PhD
Leads research translation. Focus: decision design, habit formation, and reflective journaling prompts.
Marcus Lee, CFP
Financial Planner & Coach
Bridges planning practice with behavior change. Focus: values-based budgeting and calm investing routines.
Ana Delgado
Facilitator
Designs live cohort experiences with psychological safety, small-group practice, and gentle accountability.
Milestones
2019
First pilot
A weekend workshop on spending triggers. It sold out via word of mouth.
2021
On-demand library
We launched our video and audio catalog for flexible learning.
2024
Cohort programs
Small-group live practice tracks with certified coaches.
2026
Scholarship fund
We commit 5% of revenue to access grants and community partnerships.