Our Client Stories
Client Testimonials
Check out these real client stories…
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- Caregiver 2
- Cash Flow Management 11
- Credit Card Debt 3
- Debt Management 9
- Early Retirement 1
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- Retirement Planning 14
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- Saving Strategies 12
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- Age: 20s 1
- Age: 30s 9
- Age: 40s 3
- Age: 50s 3
- Age: 60s+ 1
- Annual Income: $0-50k 1
- Annual Income: $100-250k 6
- Annual Income: $250-500k 3
- Annual Income: $50-100K 5
- Annual Income: $500k+ 1
- BIPOC 14
- Caregiver 4
- DINK (Dual-Income No Kids) 2
- Empty Nesters 2
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- LGBTQ+ 1
- Married with Kids 4
- Nonprofit / Government 5
- SINK (Single-Income No Kids) 6
- Self-Employed 5
- Single Parent 2
- Veteran 1
Meet “Denise”
A transitioning nonprofit professional in her early 30s making $45,000. She sought to transition from an avoidant relationship with money to a structured financial plan that provided security and stability. Living paycheck-to-paycheck, she was also overspending by approx. $500/month ($6k/year). She lacked a formalized strategy for controlling her spending and managing her growing debts.
Meet “Carolyn & James”
A mid-30s dual-income no kids (DINK) couple making $142k. Carolyn & James sought to transition from a stressful financial lifestyle to a structured financial plan that aligned with their goals of debt freedom and financial independence. While they had a solid net worth of $189k, they lacked a formalized strategy to overcome their high-interest credit card debt and frequent monthly deficits.
Meet “Cori”
A 30-year-old consultant earning $96k a year, wanted financial stability, peace of mind, and a clear strategy to become completely debt-free. She came to us with over $224k in debt, driven heavily by massive student loans and high-interest credit cards, though her retirement plan was on a healthy track. She needed help organizing her financial house to overcome an avoidant relationship with money and stop operating at a severe monthly deficit.
Meet “Keanu & Griffen”
A 45 & 50 year old engaged couple who came to us with income over $900K, but maxed out credit cards, significant debt, and little to no savings. Keanu and Griffen wanted to establish a stable financial foundation, reduce debt, and create a plan for their wedding. They wanted security and stability to focus on building wealth and securing their newly combined family's future.
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 “Shannon”
A mid-40s business executive making $165k per year with goals to gain better financial control, build a larger emergency fund, pay down all credit card debt, and save for a mission trip.
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.