CLIENT OUTCOMES
When we work together, your financial journey is as confidential as you would like it to be. Here are several stories of the amazing things clients have accomplished through our work together.
"I also found that having a 3rd party involved like yourself, helped a lot. It's much more powerful to hear it from an expert and trust what they are saying vs spouses playing the finger pointing game, etc. Now we have the foundation, and both know if one of us is getting off track." ~Mike Mather, Idaho
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“I am loving the anti-impulse-spending tools you helped identify, such as "what is enough," committing to only buying one extra thing when I walk into a store, engaging my daughter in dialogue about what I am willing to purchase for her and not… and using middle-ground markets to buy used such as Facebook marketplace before buying new.” Client in Vermont
"I’ve never had a positive outcome from talking to others about money until I started working with you." Client in New York
