Our Client Stories
Client Testimonials
Check out these real client stories…
Filter by Topic (Dropdown)
- Caregiver 2
- Cash Flow Management 21
- Credit Card Debt 13
- Debt Management 19
- Debt Negotiation 5
- Early Retirement 1
- Family Planning 3
- First Job 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 22
- Self-Employed 5
- Self-Employment 2
- Spending Management 19
- Student Loans 9
- Tax Planning 5
- Travel Fund 3
- Variable Income 3
- Wedding Planning 2
OR
Filter by Demographic
- Age: 20s 1
- Age: 30s 14
- Age: 40s 6
- Age: 50s 4
- Age: 60s+ 2
- Annual Income: $0-50k 2
- Annual Income: $100-250k 11
- Annual Income: $250-500k 5
- Annual Income: $50-100K 7
- Annual Income: $500k+ 1
- BIPOC 23
- Caregiver 6
- DINK (Dual-Income No Kids) 2
- Empty Nesters 2
- Engaged 2
- LGBTQ+ 1
- Married with Kids 8
- Nonprofit / Government 9
- Pre-Retirement 1
- SINK (Single-Income No Kids) 10
- Self-Employed 7
- Single Parent 2
- Veteran 2
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 “Robbie”
A mid-40s technology professional making $92k per year with goals to reduce/eliminate non-mortgage debt, save for a new car, save for retirement, and save for travel/vacations.
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.
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).
Meet “David”
A single 30 year-old veteran who makes $215k annually with goals to strategically invest significant cash savings, increase retirement contributions, and optimize spending.
Financial Butlers
Welcome to the first episode in our AI-powered podcast series. Quickly learn who we are and how to stay in touch. We can’t wait to meet you!
Sign Up Today to Transform Your Finances!