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Reader Case Studies

Below are the stories of my amazing clients who’ve discovered the path to financial success through dedication and smart choices. Real people, real situations, and real inspiration. Filter these stories by stage of life, income level, lifestyle, age range etc. to find the one that feels just like your own journey!

Age Range
Income Level
Has Debt?
Kids
Retirement Plan
Country
Marital Status
Profession
Location
Age Range
Income Level
Has Debt?
Kids
Retirement Plan
Country
Marital Status
Profession
Location
Reader Case Study: Hoping To Swap an Apartment for Acreage
Reader Case Studies

Reader Case Study: Hoping To Swap an Apartment for Acreage

February 3, 2023September 20, 2023
96 Comments
Reader Case Study: Firefighter and Teacher Living on a Horse Farm
Reader Case Studies

Reader Case Study: Firefighter and Teacher Living on a Horse Farm

December 22, 2022September 20, 2023
161 Comments
Reader Case Study: Dutch Welder Dreams of Working Abroad
Reader Case Studies

Reader Case Study: Dutch Welder Dreams of Working Abroad

December 8, 2022September 20, 2023
71 Comments
Reader Case Study: The Financial Reality of Raising High-Needs Kids
Reader Case Studies

Reader Case Study: The Financial Reality of Raising High-Needs Kids

November 11, 2022September 20, 2023
69 Comments
Reader Case Study: Separate Finances = Happy Couple
Reader Case Studies

Reader Case Study: Separate Finances = Happy Couple

October 28, 2022September 20, 2023
93 Comments
Reader Case Study: Two Working Parents, Two Young Kids and Three Old Cats
Reader Case Studies

Reader Case Study: Two Working Parents, Two Young Kids and Three Old Cats

October 7, 2022September 20, 2023
99 Comments
Reader Case Study: Looking For Less Stress and Lower Spending
Reader Case Studies

Reader Case Study: Looking For Less Stress and Lower Spending

September 21, 2022September 20, 2023
87 Comments
Introducing Private Reader Case Studies!
Reader Case Studies

Introducing Private Reader Case Studies!

September 16, 2022September 16, 2022
83 Comments
Reader Case Study: Fix the Fixer Upper or Move On?
Reader Case Studies

Reader Case Study: Fix the Fixer Upper or Move On?

September 9, 2022September 20, 2023
125 Comments
Reader Case Study: A Teacher, An Editor and Three Cats in Texas
Reader Case Studies

Reader Case Study: A Teacher, An Editor and Three Cats in Texas

September 1, 2022September 20, 2023
79 Comments
Reader Case Study: Rock Climber Seeks the Freelance Life
Reader Case Studies

Reader Case Study: Rock Climber Seeks the Freelance Life

August 16, 2022September 20, 2023
91 Comments
Reader Case Study: Can I Retire at 60 and Pay for My Kids’ College?
Reader Case Studies

Reader Case Study: Can I Retire at 60 and Pay for My Kids’ College?

July 26, 2022September 20, 2023
208 Comments

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I’m a financial consultant who helps people figure out their money. I believe that managing your money opens up a world of options for how to live your life.

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