Our Client Stories

Client Testimonials

Meet “Skyler & Courtney”

Meet Skyler & Courtney: A married couple in their 30s making $270k with three young children who sought to optimize their finances from an informal tracking system to an automated, "auto-pilot" financial plan. While they possessed a strong net worth of $800k and zero card debt, they lacked a formalized strategy to manage discretionary spending and a clear roadmap for their goal of retiring early by age 55.

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Meet “Chris & Trinity”

Meet Chris & Tiffany: A high-earning married couple making $280k. They sought to transition from an informal tracking system to a structured financial plan that aligned with their values. While they had a strong net worth of and zero high-interest debt, they lacked a formalized strategy for intentional giving and family experiences.

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Meet “Serena”

Serena, a mid-50s professional, entrepreneur, and single mom earning $200k a year, wanted a clear view of her finances and a solid plan for long-term stability. She came to us with over $50k in debt (excluding mortgages and student loans) and a retirement plan that wouldn’t last long. She also had short-term goals like buying a new home and needed help organizing her finances while caring for her family.

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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 “Nandi”

A middle-aged executive chef earning $240k, Nandi came to us with goals to address significant debt and tax liabilities, implement spending controls, achieve financial independence, and save aggressively for retirement.

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Meet “Kelli”

A 30-something single mom and childcare provider who makes $70k with goals to save for maternity leave, build an emergency savings, become debt-free, and establish a long-term retirement plan.

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Meet “Jason”

A new college graduate entering consulting making $90k annually. His goals are to start off on the right foot by reducing debt (specifically student loans and credit cards), increasing short-term savings (i.e. emergency fund), and long-term savings (i.e. retirement).

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