Our Origin
Primecrest Guild was formed by planners and educators who grew frustrated with loud promises and quiet fine print. We built a slower, more deliberate experience aimed at durable habits.
See the CurriculumAbout Primecrest Guild
We are a coaching studio dedicated to replacing financial anxiety with informed action. Our curriculum blends research, behavioral design, and practical tooling you can maintain for years—not weeks.
Mission & Principles
- Clarity over complexity
- Evidence over opinion
- Systems over streaks
- Values over vanity metrics
Team
Avery Cole, CFP®
Curriculum Director. Specializes in cash-flow systems and household planning. Prior roles in fee-only advisory and adult financial education.
Mira Patel, PhD
Research Lead. Behavioral economics and decision architecture. Turns evidence into practical exercises and templates.
Jonas Lee, CPA
Tax & Compliance. Simplifies tax basics for individuals and solopreneurs without advice beyond educational scope.
Time in practice
We’ve been refining this curriculum for 0 years—and counting.