Our Client Stories
Client Testimonials
Listen to real client stories…
[podcasts powered by AI]
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
- Investing
- LGBTQ+
- Married with Kids
- Real Estate Investment
- Retirement Planning
- Risk Management
- Saving Strategies
- Self-Employment
- Single Parent
- Spending Management
- Student Loans
- Tax Planning
- Travel Fund
- Wedding Planning
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.