Success Story

How We Helped Tracy and Mike
Find Purpose With Their Growing Income

Note: These are hypothetical scenarios based on our clients, and do not directly represent any of our client’s names or circumstances

The Backstory

Tracy and Mike, both in their 40s, seem to have it all—a wonderful family, stable careers, a comfortable home, and plenty of things. With middle school children, a dog, and aging parents, their life looks picture-perfect on the surface.

But behind the scenes, life is more chaotic, and they’re left wondering:

How do we got on the same page with our finances and create a spending plan with real purpose, rather than just spending because we can?

When can we find the time to discuss our priorities? Between our jobs, the kids’ sports schedules, and barely any downtime until late in the evening, it’s tough to even begin these conversations.

What else should we be doing financially? Right now, it feels like we have a lot of moving parts but no clear, cohesive plan.

Our Approach

We helped Tracy and Mike gain clarity and focus on what matters most to them by:

Creating the mental space to envision what life would look like at a perfect 10.

Organizing and simplifying their finances, making it easier for them to make decisions that align with their goals and values.

Developing an actionable plan so they could check things off the list, make real progress, and see real results

Take Your Next Step Toward a
Life With Purpose

Book a 45-minute call to get to know each other and discuss the next steps on your financial path.

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