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 “Sajon”
A late 30s married veteran and real estate professional making $60k. Sajon sought to transition from impulsive spending to a structured financial plan that aligned with his goal of financial independence. While he had a positive net worth of $52k and a good credit score, he lacked a formalized budget and was running a severe annual deficit while managing high-interest credit card debt
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 “Cori”
A 30-year-old consultant earning $96k a year, wanted financial stability, peace of mind, and a clear strategy to become completely debt-free. She came to us with over $224k in debt, driven heavily by massive student loans and high-interest credit cards, though her retirement plan was on a healthy track. She needed help organizing her financial house to overcome an avoidant relationship with money and stop operating at a severe monthly deficit.
Meet “Kelli”
A 30-something single mom and childcare provider who makes $70k with goals to save for maternity leave, build an emergency savings, become debt-free, and establish a long-term retirement plan.
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.
Meet “Patricia”
A social worker near retirement earning $68k with goals to address significant tax and debt liabilities, implement spending controls and reduce reliance on credit cards, protect her nest egg, and build overall financial stability.
Meet “Jason”
A new college graduate entering consulting making $90k annually. His goals are to start off on the right foot by reducing debt (specifically student loans and credit cards), increasing short-term savings (i.e. emergency fund), and long-term savings (i.e. retirement).
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