Our Client Stories
Client Testimonials
Check out these real client stories…
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- Caregiver 2
- Cash Flow Management 24
- Credit Card Debt 16
- Debt Management 22
- Debt Negotiation 8
- 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 25
- Self-Employed 5
- Self-Employment 4
- Spending Management 22
- Student Loans 9
- Tax Planning 5
- Travel Fund 3
- Variable Income 5
- Wedding Planning 2
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- Age: 20s 1
- Age: 30s 16
- Age: 40s 7
- Age: 50s 4
- Age: 60s+ 2
- Annual Income: $0-50k 2
- Annual Income: $100-250k 12
- Annual Income: $250-500k 5
- Annual Income: $50-100K 9
- Annual Income: $500k+ 1
- BIPOC 25
- Caregiver 6
- DINK (Dual-Income No Kids) 2
- Empty Nesters 2
- Engaged 2
- LGBTQ+ 1
- Married with Kids 9
- Nonprofit / Government 9
- Pre-Retirement 1
- SINK (Single-Income No Kids) 11
- Self-Employed 7
- Separated/Divorced 1
- Single Parent 3
- Veteran 2
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.
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.
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.
Meet “Shannon”
A mid-40s business executive making $165k per year with goals to gain better financial control, build a larger emergency fund, pay down all credit card debt, and save for a mission trip.
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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