Our Client Stories

Client Testimonials

Meet “Kim & Edward”

An early 30s professional married couple making $155k with one young child and another on the way, Kim & Edward sought guidance to establish a clear financial foundation and to create security and stability to purchase their first home while building wealth for their family's future.

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Meet “Maya”

A mid-30s professional who left a $100k job to start a business. She sought to understand her finances, track spending, and create a plan for confidence during her new venture.

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