Our Client Stories
Client Testimonials
Check out these real client stories…
Filter by Topic (Dropdown)
- Caregiver 2
- Cash Flow Management 14
- Credit Card Debt 6
- Debt Management 12
- Debt Negotiation 1
- Early Retirement 1
- Family Planning 2
- First Job 1
- Health Insurance 5
- Home Purchase 2
- Homeownership 1
- Insurance Planning 2
- Investing 1
- Real Estate Investment 4
- Retirement Planning 17
- Risk Management 5
- Saving Strategies 15
- Self-Employed 5
- Spending Management 12
- Student Loans 6
- Tax Planning 5
- Travel Fund 3
- Wedding Planning 2
OR
Filter by Demographic
- Age: 20s 1
- Age: 30s 9
- Age: 40s 5
- Age: 50s 3
- Age: 60s+ 2
- Annual Income: $0-50k 2
- Annual Income: $100-250k 7
- Annual Income: $250-500k 4
- Annual Income: $50-100K 5
- Annual Income: $500k+ 1
- BIPOC 16
- Caregiver 5
- DINK (Dual-Income No Kids) 2
- Empty Nesters 2
- Engaged 2
- LGBTQ+ 1
- Married with Kids 5
- Nonprofit / Government 7
- Pre-Retirement 1
- SINK (Single-Income No Kids) 8
- Self-Employed 5
- Single Parent 2
- Veteran 1
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 “Denise”
A transitioning nonprofit professional in her early 30s making $45,000. She sought to transition from an avoidant relationship with money to a structured financial plan that provided security and stability. Living paycheck-to-paycheck, she was also overspending by approx. $500/month ($6k/year). She lacked a formalized strategy for controlling her spending and managing her growing debts.
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 “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.
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).
Meet “David”
A single 30 year-old veteran who makes $215k annually with goals to strategically invest significant cash savings, increase retirement contributions, and optimize spending.
Sign Up Today to Transform Your Finances!