Jessica: Female Entrepreneur
Jessica is the owner of a large fabric store that caters exclusively to fashion designers. When she first came to see me, her financial life was a mess. She had no idea if her business was making or losing money. When I asked about profitability, she said she knew how much was coming in, but she had no idea what was going out. Click here to read more.
David: Male Entrepreneur
David is the owner of a wellness company and is a nutritionist and personal fitness trainer. When I met him, I saw that he followed a rigorous exercise plan but had no plan at all for his business and personal finances. David made conscious decisions about his physical well-being but lived his fiscal life by default. Click here to read more.
Michael and Sarah: Young Married Couple
Michael and Sarah have been married for eight years. He’s a talent agent and she’s a child therapist. During our first meeting, Sarah said she wanted to work less and spend more time with their children but it was obvious that they had no way to make this happen without a clear financial plan. Click here to read more.
Ed and Jan: Planning for Retirement
Ed and Jan Wilson worked at a teaching hospital in a small Midwestern city where he was a cardiologist and she was a nurse practitioner. Retirement was staring them in the face, but they couldn’t decide if they could or should retire. Both were concerned that they would not have enough money to do all the things they wanted to do. Click here to read more.
