Our Client Stories
Client Testimonials
Listen to real client stories…
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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 “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.
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.