Our Client Stories
Client Testimonials
Check out these real client stories…
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- Caregiver 2
- Cash Flow Management 22
- Credit Card Debt 14
- Debt Management 20
- Debt Negotiation 6
- Early Retirement 1
- Family Planning 3
- First Job 1
- Government Aid 1
- Health Insurance 6
- Home Purchase 2
- Homeownership 2
- Insurance Planning 2
- Investing 1
- Nonprofit Worker 1
- Real Estate Investment 4
- Retirement Planning 19
- Risk Management 5
- Saving Strategies 23
- Self-Employed 5
- Self-Employment 3
- Spending Management 20
- Student Loans 9
- Tax Planning 5
- Travel Fund 3
- Variable Income 4
- Wedding Planning 2
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- Age: 20s 1
- Age: 30s 14
- Age: 40s 7
- Age: 50s 4
- Age: 60s+ 2
- Annual Income: $0-50k 2
- Annual Income: $100-250k 11
- Annual Income: $250-500k 5
- Annual Income: $50-100K 8
- Annual Income: $500k+ 1
- BIPOC 24
- Caregiver 6
- DINK (Dual-Income No Kids) 2
- Empty Nesters 2
- Engaged 2
- LGBTQ+ 1
- Married with Kids 8
- Nonprofit / Government 9
- Pre-Retirement 1
- SINK (Single-Income No Kids) 10
- Self-Employed 7
- Separated/Divorced 1
- Single Parent 3
- Veteran 2
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.
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