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.
Success! Patricia transformed her finances from a devastating monthly overspend of $3,500, filling the gap with credit cards and early retirement withdrawals, to a new spending plan that eliminated the gap and allocated over $150/month to savings (~$43k/year realized).
