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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: Three Kids, Two Engineers and One Dog
Reader Case Studies

Reader Case Study: Three Kids, Two Engineers and One Dog

March 19, 2021September 20, 2023
212 Comments
Reader Case Study: Looking to Leave LA?
Reader Case Studies

Reader Case Study: Looking to Leave LA?

February 18, 2021September 20, 2023
117 Comments
Reader Case Study: Young Professionals Plan for a Wedding, Gender Confirmation Surgery and Financial Independence
Reader Case Studies

Reader Case Study: Young Professionals Plan for a Wedding, Gender Confirmation Surgery and Financial Independence

January 15, 2021September 20, 2023
110 Comments
Reader Case Study: Mustang-Driving Journalist Looks to the Future
Reader Case Studies

Reader Case Study: Mustang-Driving Journalist Looks to the Future

December 11, 2020September 20, 2023
112 Comments
Reader Case Study: Furloughed Behavioral Therapists Wait Out The Pandemic
Reader Case Studies

Reader Case Study: Furloughed Behavioral Therapists Wait Out The Pandemic

November 24, 2020September 20, 2023
88 Comments
Reader Case Study: Facing A Potential Lay-Off At Age 68
Reader Case Studies

Reader Case Study: Facing A Potential Lay-Off At Age 68

October 21, 2020September 20, 2023
126 Comments
Reader Case Study: Making Full-Time Farming a Reality in Arkansas
Reader Case Studies

Reader Case Study: Making Full-Time Farming a Reality in Arkansas

September 30, 2020September 20, 2023
139 Comments
Reader Case Study: Making It Work on a Small Salary in a High Cost of Living City
Reader Case Studies

Reader Case Study: Making It Work on a Small Salary in a High Cost of Living City

September 11, 2020September 20, 2023
202 Comments
Reader Case Study: Operation Financial and Location Independence!
Reader Case Studies

Reader Case Study: Operation Financial and Location Independence!

August 14, 2020September 20, 2023
212 Comments
Reader Case Study: Canadian Family Plans For The Future (and yes, hockey is involved)
Reader Case Studies

Reader Case Study: Canadian Family Plans For The Future (and yes, hockey is involved)

July 17, 2020September 21, 2023
93 Comments
Reader Case Study: From South Africa to Tennessee, Now Planning a Move to Europe!
Reader Case Studies

Reader Case Study: From South Africa to Tennessee, Now Planning a Move to Europe!

June 15, 2020September 21, 2023
131 Comments
Reader Case Study: Single Mom By Choice Charts Her Future In Iowa
Reader Case Studies

Reader Case Study: Single Mom By Choice Charts Her Future In Iowa

May 18, 2020September 21, 2023
130 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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