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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”

An early 50s, engaged couple that makes $900K+ but has maxed-out credit cards, heavy debt, and minimal savings. Keanu and Griffen sought a stable financial base, debt reduction, and a wedding plan to secure their family's future and build wealth.

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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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