Meet “Serena”
Serena, a mid-50s professional, entrepreneur, and single mom earning $200k a year, wanted a clear view of her finances and a solid plan for long-term stability. She came to us with over $50k in debt (excluding mortgages and student loans) and a retirement plan that wouldn’t last long. She also had short-term goals like buying a new home and needed help organizing her finances while caring for her family.
Success! Financial Butlers helped Serena review her money and make a budget for financial safety and calm. By cutting back on extra spending—saving over $16,000 a year on clothes, gifts, and beauty—she put more than $2,500 a month toward paying off high-interest debt and building an emergency fund in 12-18 months. After that, she’ll use extra money to save for retirement and buy a new home.
