Meet “Maya”

A 30-something professional who left a $100k job to start her own company. She came to us with clear goals: to gain a deep understanding of her financial picture, track where her money was going, and develop a spending plan that would ensure financial confidence despite a reduced income over the next year.

Success! Financial Butlers helped Maya review her finances, cut her expenses by 30%, and gave her peace of mind to focus on her new business. We also guided her through choosing medical insurance, planning a wedding budget, and managing a move.

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Meet “Keanu & Griffen”

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Meet “Nandi”