Meet “Robbie”
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.
Success! Robbie transformed his finances from overspending $1,600/month, filling the gap with loans and debt, to eliminating over $2,100 in non-critical expenses per month, getting him back “in the black.” Plus, he avoided a tax decision that saved him over $17k for a total of $42k in total savings/year.
