Client Wins

We love to celebrate the successes that our clients experience as they work through their financial coaching plan. Here are some recent client wins!Sandy F.: A client needed more stable income. Reviewing her budget needs and getting a handle on her finances boosted her confidence and highlighted her value. Armed with the belief that she was worth more and ready to show the world, she went out and got a higher paying job!

Sue and Robert J.: Recently, a client faced sudden major unexpected medical expenses. Since they had an emergency fund in place, they didn’t stress about it and were able to take care of the emergency quickly.

Kristine: Learning how to be conscious and aware of what she was spending and how to stay within the budget, our client could focus on her revenue goals. This new awareness allowed her to know exactly what was in her account and when there was money left over, she was able to make healthy financial decisions.

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Client Wins