Our Client Stories

Client Testimonials

Meet “Chris & Trinity”

Meet Chris & Tiffany: A high-earning married couple making $280k. They sought to transition from an informal tracking system to a structured financial plan that aligned with their values. While they had a strong net worth of and zero high-interest debt, they lacked a formalized strategy for intentional giving and family experiences.

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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.

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Meet “Serena”

Serena, a mid-50s professional, entrepreneur, and single mom earning $200k a year, wanted a clear view of her finances and a solid plan for long-term stability. She came to us with over $50k in debt (excluding mortgages and student loans) and a retirement plan that wouldn’t last long. She also had short-term goals like buying a new home and needed help organizing her finances while caring for her family.

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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 “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 “Kelli”

A 30-something single mom and childcare provider who makes $70k with goals to save for maternity leave, build an emergency savings, become debt-free, and establish a long-term retirement plan.

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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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