Nadia Schaffer was an account manager at an insurance company in Seattle, WA. She was feeling stagnant when it came to her finances — she didn't have a lot of debt, but didn't like how little she was saving. She hated the idea of a budget, …
Getting On The Same Financial Page
Lynn Cramer and her husband Sam were creatives from Bend, OR. They had separate accounts, but wanted to be aligned when it came to building their future together. After five sessions, I asked Lynn to share what they gained from the …
Embracing Van Life On Less Than $1k/month
Tracy Jenkins had a very clear goal — she wanted to live off the grid and earn enough from her online coaching business so she could travel the country in a converted Sprinter van. After several sessions together, I asked Tracy to share …
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Finding An Extra $250/Month
Kris Harris was a new business owner from Portland, OR who had recently opened a research agency in a niche space. He didn't want to alter his finances to the point where they changed his lifestyle, but he also wanted to invest in his new …
Paying Off Over $23k In 2 Years
Beth Bogdewiecz was a freelance copywriter from Denver, CO who wanted to stop using credit cards for emergencies. Her goal was to pay off her debt as soon as possible and create a spending plan that simulated the stability of a paycheck. …
2x Revenue Growth In 6 Months
Chris Johnson was an established business owner in Portland, OR with a rapidly growing brand in the clothing industry. His first child was due just weeks before we met and he wanted to get on top of his numbers, taking special care to keep …