Our Client Stories
Client Testimonials
Check out these real client stories…
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- Caregiver 2
- Cash Flow Management 19
- Credit Card Debt 11
- Debt Management 17
- Debt Negotiation 5
- Early Retirement 1
- Family Planning 3
- First Job 1
- Health Insurance 6
- Home Purchase 2
- Homeownership 2
- Insurance Planning 2
- Investing 1
- Nonprofit Worker 1
- Real Estate Investment 4
- Retirement Planning 18
- Risk Management 5
- Saving Strategies 20
- Self-Employed 5
- Spending Management 17
- Student Loans 9
- Tax Planning 5
- Travel Fund 3
- Wedding Planning 2
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- Age: 20s 1
- Age: 30s 12
- Age: 40s 6
- Age: 50s 4
- Age: 60s+ 2
- Annual Income: $0-50k 2
- Annual Income: $100-250k 9
- Annual Income: $250-500k 5
- Annual Income: $50-100K 7
- Annual Income: $500k+ 1
- BIPOC 21
- Caregiver 6
- DINK (Dual-Income No Kids) 2
- Empty Nesters 2
- Engaged 2
- LGBTQ+ 1
- Married with Kids 7
- Nonprofit / Government 9
- Pre-Retirement 1
- SINK (Single-Income No Kids) 9
- Self-Employed 6
- Single Parent 2
- 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 “Ali”
Dilemma: A high-earning healthcare professional. Ali sought to transition from operating without a formal budget, relying on credit cards and loans. She battled high-interest debt and lacked a formalized strategy to build emergency savings while funding a major home renovation.
Meet “Nykko”
A mid 40s professional navigating a divorce, earning $85k per year, Nykko sought to transition from living paycheck to paycheck to establishing financial stability and securing independent housing. While he had a consistent income, he had a negative net worth of -$95k and lacked a formalized budget. This resulted in a $12k annual deficit, which was being masked by high-interest payday loans.
Meet “Keanu & Griffen”
A 45 & 50 year old engaged couple who came to us with income over $900K, but maxed out credit cards, significant debt, and little to no savings. Keanu and Griffen wanted to establish a stable financial foundation, reduce debt, and create a plan for their wedding. They wanted security and stability to focus on building wealth and securing their newly combined family's future.
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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