Our Client Stories

Client Testimonials

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.

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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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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.

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