Our Client Stories
Client Testimonials
Check out these real client stories…
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- Age: 20s 2
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Meet “Micah”
A transitioning professional in her late 20s making $110k. Micah sought to navigate a significant career shift while gaining control over her previously un-budgeted spending. While she had a strong earning history, she faced a negative net worth of -$57k and carried $90k in liabilities—primarily from student loans—lacking a formalized plan to manage her high credit utilization and transition-related cash flow.
Meet “Noah”
A single mother of two navigating a challenging divorce, making $64k. Noah sought to achieve financial stability and build an emergency fund after experiencing a sudden loss of financial support. While she had a clear vision of starting a nonprofit and leaving a legacy for her children, she lacked a sustainable system for essential bills and faced a significant monthly deficit of $2k/month following the divorce.
Meet “Quincy”
A high-earning mid 30s professional making $260k. Quincy sought to transition from an informal tracking spreadsheet to an automated financial plan that could effectively handle his variable commission-based income. While he had a strong earning potential and $100,000 in assets, he faced a negative net worth of approximately $81k and carried significant high-interest credit card debt without a structured system to manage his cash flow.
Meet “London”
A mid-30s international development worker making $100k. London sought to transition from living paycheck-to-paycheck to a structured financial plan that fostered self-reliance. While she had a positive net worth of $45,000, she lacked a formalized budget, leading to a $14,000 annual deficit fueled by unmanaged family support and lifestyle expenses.
Meet “Sajon”
A late 30s married veteran and real estate professional making $60k. Sajon sought to transition from impulsive spending to a structured financial plan that aligned with his goal of financial independence. While he had a positive net worth of $52k and a good credit score, he lacked a formalized budget and was running a severe annual deficit while managing high-interest credit card debt
Meet “Jane”
An early 60s married healthcare executive earning $140k, Jane was supporting multiple family members while trapped in a stressful cycle of living paycheck to paycheck. Despite her strong income, she operated with a $13k annual deficit, leading to mounting high-interest credit card debt and insufficient savings to support her approaching retirement. Jane sought to transition to a structured financial plan that aligned with her values and eliminated her financial anxiety.
Meet “Gloria”
A dedicated mid 40s teacher making $60k. Gloria sought to transition from paycheck-to-paycheck living to a structured budget that provided financial stability and peace of mind. While she had a strong work ethic, she faced a negative net worth of $50,000, high debt, and a $1,110 monthly deficit caused by a variable income.
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 “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 “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.
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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