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 his personal and business finances separated. After 6 months of sessions, I asked him to share more about his experience.
Why were you initially interested in financial counseling?
I was in a deep hole with my business and didn’t know what my actual profit was. Even though sales were pouring in, my expenses were also very high. I needed guidance and Claire helped me with that.
How will your financial plan change things for you going forward?
The plan gave me structure and Claire’s expense tracking taught me how to actually budget so I know I’ll stay on track.
How has financial counseling changed your relationship with money?
I learned that adding structure and discipline into my finances doesn’t mean adding more work to my plate or changing my lifestyle. When I build a system that works the rest takes care of itself.
What surprised you the most about this process?
Seeing my numbers in black and white was the biggest part of this process. The numbers don’t lie. Claire always had a plan, even when things seemed overwhelming.
How have these consultations helped your business grow?
My business doubled in monthly revenue during my time with Claire. She showed me what certain banks to use to avoid fees, how to build up my interest for my future and how to open an investment account for my child.
Is there anything else you would like to add?
Everyone should go to Claire if they have any personal or business financial trouble. She’s very prescient and helps you see what direction your money will go when you take certain actions. She will help you out for the better because she deeply cares about her clients.