An executive chef who makes $240k with goals to address significant debt and tax liabilities, implement spending controls, achieve financial independence and control, and save aggressively for retirement.

A 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.

A 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.

A 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.

A near-retired social worker 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.

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).

A single 30 year-old veteran who makes $215k annually with goals to strategically invest significant cash savings, increase retirement contributions, and optimize spending.

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!