Our Client Stories

Client Testimonials

Meet “Kim & Edward”

An early 30s professional married couple making $155k with one young child and another on the way, Kim & Edward sought guidance to establish a clear financial foundation and to create security and stability to purchase their first home while building wealth for their family's future.

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Meet “Keanu & Griffen”

A 45 & 50 year old engaged couple who came to us with income over $900K, but maxed out credit cards, significant debt, and little to no savings. Keanu and Griffen wanted to establish a stable financial foundation, reduce debt, and create a plan for their wedding. They wanted security and stability to focus on building wealth and securing their newly combined family's future.

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Meet “Maya”

A mid-30s professional who left a $100k job to start a business. She sought to understand her finances, track spending, and create a plan for confidence during her new venture.

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Meet “Nandi”

A middle-aged executive chef earning $240k, Nandi came to us with goals to address significant debt and tax liabilities, implement spending controls, achieve financial independence, and save aggressively for retirement.

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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.

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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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