Our Client Stories
Client Testimonials
Listen to real client stories…
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- Annual Income: $100-250k
- Annual Income: $250-500k
- Annual Income: $50-100K
- Annual Income: $500k+
- BIPOC
- Caregiver
- Cash Flow Management
- Debt Management
- Early Retirement
- Empty Nesters
- Family Planning
- First Job
- Health Insurance
- Home Purchase
- Homeownership
- Insurance Planning
- Investing
- LGBTQ+
- Married with Kids
- Real Estate Investment
- Retirement Planning
- Risk Management
- Saving Strategies
- Self-Employment
- Single Parent
- Spending Management
- Student Loans
- Tax Planning
- Travel Fund
- Wedding Planning
Meet “Troy & Linda”
A mid-50s married couple with an estimated gross income of $191k, Troy & Linda sought guidance to better understand their financial picture and desired the option to choose when they stop working. Despite a healthy net worth of almost $700k and minimal debt, they were unaware of insufficient retirement contributions and the need for an emergency fund.