Our philosophy

Today, events impacting us professionally or personally almost always carry an element of financial stress. While circumstances that typically induce financial stress are usually related to economic hardship, we believe that the true source of discomfort comes from our perception and not the actual financial situation.

We worry about the future, potential new opportunities or threats, business or personal choices to be made, and the impact on us and our loved ones. This anxiety happens regardless of where we stand financially and is unrelated to our net worth.

The more successful we are, the more difficult it is to seek advice and admit the need for help. Especially when it comes to money. Letting others look into our finances is a sign of trust. Opening up for a conversation in those challenging times is hard.

We meet many professionals, from bankers, lawyers, and tax advisors to subject matter experts who cover a narrow area of their field. They are great in what they do. Yet … nobody got the big picture so far.

We lacked a comprehensive view in trying to protect our best interests and ended up navigating between partial goals.

While some of the issues are stubborn and do not disappear quickly, we chose to be in control by applying logic and attention to detail, understanding what might happen financially under different scenarios, and getting that big picture. This way we worry less and maximize our chances to do the right thing.  

thebluetablegroup started as a small project, a self-help tool among friends who were in distress because of what life was serving them. We decided to share our passion and expertise with others, who like us, want a better grip on their finances and regain control.