Our Client Stories
Client Testimonials
Check out these real client stories…
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- Bills Negotiation 11
- Car Buying 1
- Cash Flow Management 32
- Credit Card Management 21
- Debt Management 27
- Debt Negotiation 17
- Early Retirement 1
- Employer Benefits 13
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- Family Planning 10
- First / New Job 2
- Government Aid 4
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- Saving Strategies 28
- Spending Management 29
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- Unemployment / Job Loss 4
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- Age: 20s 2
- Age: 30s 15
- Age: 40s 9
- Age: 50s 5
- Age: 60s+ 2
- Annual Income: $0-50k 2
- Annual Income: $100-250k 13
- Annual Income: $250-500k 5
- Annual Income: $50-100K 10
- Annual Income: $500k+ 1
- BIPOC 27
- Caregiver 6
- DINK (Dual-Income No Kids) 3
- Empty Nesters 2
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- LGBTQ 1
- Married with Kids 11
- Nonprofit / Government 13
- Pre-Retirement 2
- SINK (Single-Income No Kids) 12
- Self-Employed 9
- Separated/Divorced 1
- Single Parent 3
- Veteran 2
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 “Skyler & Courtney”
A married couple in their 30s making $270k with three young children who sought to optimize their finances from an informal tracking system to an automated, "auto-pilot" financial plan. While they possessed a strong net worth of $800k and zero card debt, they lacked a formalized strategy to manage discretionary spending and a clear roadmap for their goal of retiring early by age 55.
Meet “Chris & Trinity”
A high-earning late 30’s married couple making $280k. They sought to transition from an informal tracking system to a structured financial plan that aligned with their values. While they had a strong net worth of and zero high-interest debt, they lacked a formalized strategy for intentional giving and family experiences.
Meet “Troy & Linda”
A mid-50s married couple with an estimated gross income of $191k, Troy & Linda sought guidance to better understand their financial picture and desired the option to choose when they stop working. Despite a healthy net worth of almost $700k and minimal debt, they were unaware of insufficient retirement contributions and the need for an emergency fund.
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.
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