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, so the goal was to create a system that worked with her personality and spending style. After five months of sessions, I asked Nadia to share more about her experience.
What stood out to you during our initial sessions?
I was really dreading this process but Claire made it fun! I was able to laugh at myself and my ridiculous spending habits and get really excited about my financial future from the very first session.
Were you surprised by any of the extra money you found in your monthly spending?
Claire was a genius at finding painless ways to keep more money in my pocket. She helped me switch to a new phone provider and car insurance that saved me over $150/month. She also made a list of all my subscriptions so I could cancel the ones I didn’t need, or didn’t know I had.
How will this process help you earn more going forward?
I do freelance work on the side and Claire helped me raise my rates instead of working more. I only do 1-2 projects a month now. I get to decide where that money goes, and how many projects to take on. Claire also helped me ask for a 4% raise during our sessions together, which goes into effect this month!!
Is there anything else you would like to add?
I tell everyone about Claire. She is as smart as she is kind and everyone would benefit from even one session with her.