Our Client Stories
Client Testimonials
Listen to real client stories…
[podcasts powered by AI]
Filter by category or choose a story below
- Annual Income: $100-250k
- Annual Income: $250-500k
- Annual Income: $50-100K
- Annual Income: $500k+
- BIPOC
- Caregiver
- Cash Flow Management
- Debt Management
- Family Planning
- First Job
- Health Insurance
- Home Purchase
- Homeownership
- Insurance Planning
- LGBTQ+
- Married with Kids
- Retirement Planning
- Risk Management
- Saving Strategies
- Self-Employment
- Spending Management
- Student Loans
- Tax Planning
- Wedding Planning
Meet “Keanu & Griffen”
An early 50s, engaged couple that makes $900K+ but has maxed-out credit cards, heavy debt, and minimal savings. Keanu and Griffen sought a stable financial base, debt reduction, and a wedding plan to secure their family's future and build wealth.
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.
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.
Meet “Robbie”
A mid-40s technology professional making $92k per year with goals to reduce/eliminate non-mortgage debt, save for a new car, save for retirement, and save for travel/vacations.
Meet “Patricia”
A social worker near retirement earning $68k with goals to address significant tax and debt liabilities, implement spending controls and reduce reliance on credit cards, protect her nest egg, and build overall financial stability.