Meet “Rome & Tay”
Dilemma: A self-employed family of six making mid $200s. Rome and Tay sought to transition from an informal hybrid tracking system to a structured cash flow plan capable of managing their variable business income. While they had a solid net worth of 130k and excellent credit scores, they lacked an emergency fund and a formalized strategy for managing high-interest debt and separating business expenses.
Success! Financial Butlers guided Rome and Tay to a new zero-based budget and debit card strategy that unlocked 8k in annual savings, allowing them to redirect 47k towards high-priority life goals. This enabled them to fund a 10k basement renovation, accelerate their debt payoff through a non-profit negotiation strategy, secure adequate life and disability insurance, and outline a retirement path targeting a recommended nest egg of 9.7 million.
