Our Client Stories
Client Testimonials
Check out these real client stories…
Filter by Topic (Dropdown)
- Bills Negotiation 11
- Car Buying 1
- Cash Flow Management 32
- Credit Card Management 21
- Debt Management 27
- Debt Negotiation 17
- Early Retirement 1
- Employer Benefits 13
- Entrepreneurship / Self-Employment 12
- Family Planning 10
- First / New Job 2
- Government Aid 4
- Health Insurance 10
- Homeownership 7
- Insurance Planning 19
- Investing 5
- Moving 4
- Real Estate Investing 6
- Retirement Planning 21
- Risk Management 10
- Saving Strategies 28
- Spending Management 29
- Student Loans 13
- Tax Planning 12
- Travel Planning 6
- Unemployment / Job Loss 4
- Variable Income 13
- Wedding Planning 2
OR
Filter by Demographic
- Age: 20s 2
- Age: 30s 15
- Age: 40s 9
- Age: 50s 5
- Age: 60s+ 2
- Annual Income: $0-50k 2
- Annual Income: $100-250k 13
- Annual Income: $250-500k 5
- Annual Income: $50-100K 10
- Annual Income: $500k+ 1
- BIPOC 27
- Caregiver 6
- DINK (Dual-Income No Kids) 3
- Empty Nesters 2
- Engaged 2
- LGBTQ 1
- Married with Kids 11
- Nonprofit / Government 13
- Pre-Retirement 2
- SINK (Single-Income No Kids) 12
- Self-Employed 9
- Separated/Divorced 1
- Single Parent 3
- Veteran 2
Meet “Noah”
A single mother of two navigating a challenging divorce, making $64k. Noah sought to achieve financial stability and build an emergency fund after experiencing a sudden loss of financial support. While she had a clear vision of starting a nonprofit and leaving a legacy for her children, she lacked a sustainable system for essential bills and faced a significant monthly deficit of $2k/month following the divorce.
Meet “Jane”
An early 60s married healthcare executive earning $140k, Jane was supporting multiple family members while trapped in a stressful cycle of living paycheck to paycheck. Despite her strong income, she operated with a $13k annual deficit, leading to mounting high-interest credit card debt and insufficient savings to support her approaching retirement. Jane sought to transition to a structured financial plan that aligned with her values and eliminated her financial anxiety.
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 “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.
Sign Up Today to Transform Your Finances!