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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: Becoming a Travel Nurse and Stay-at-Home Dad During a Pandemic
Reader Case Studies

Reader Case Study: Becoming a Travel Nurse and Stay-at-Home Dad During a Pandemic

April 27, 2020September 21, 2023
129 Comments
Reader Case Study: After An Abusive Marriage, What’s The Path Forward?
Reader Case Studies

Reader Case Study: After An Abusive Marriage, What’s The Path Forward?

March 11, 2020September 21, 2023
137 Comments
Reader Case Study: Debtors Anonymous Helped This Wildlife Biologist Recover From Compulsive Spending
Reader Case Studies

Reader Case Study: Debtors Anonymous Helped This Wildlife Biologist Recover From Compulsive Spending

February 7, 2020September 21, 2023
143 Comments
Reader Case Study: Community College Teachers Dream Of Real Estate and Rural Living (oh and they’re having another baby soon!)
Reader Case Studies

Reader Case Study: Community College Teachers Dream Of Real Estate and Rural Living (oh and they’re having another baby soon!)

January 10, 2020September 21, 2023
185 Comments
Reader Case Study: Questioning The Financial Future With A Partner In Debt
Reader Case Studies

Reader Case Study: Questioning The Financial Future With A Partner In Debt

December 13, 2019September 8, 2020
377 Comments
Reader Case Study: Should We Buy An Optometry Practice?
Reader Case Studies

Reader Case Study: Should We Buy An Optometry Practice?

November 6, 2019February 18, 2020
142 Comments
Reader Case Study: Family of Four Plans a Move from Oregon to Japan
Reader Case Studies

Reader Case Study: Family of Four Plans a Move from Oregon to Japan

October 7, 2019February 18, 2020
136 Comments
Reader Case Study: A Baby, A Freelancer, And A Marketing Manager
Reader Case Studies

Reader Case Study: A Baby, A Freelancer, And A Marketing Manager

September 11, 2019March 9, 2020
127 Comments
Reader Case Study: Grandparents In Michigan Contemplate Moving
Reader Case Studies

Reader Case Study: Grandparents In Michigan Contemplate Moving

August 7, 2019February 18, 2020
148 Comments
Reader Case Study: Artfully Building a Solid Financial Future in Southern Maine
Reader Case Studies

Reader Case Study: Artfully Building a Solid Financial Future in Southern Maine

July 19, 2019March 12, 2020
90 Comments
Reader Case Study: Medical Student and Software Engineer Dream of a Homestead
Reader Case Studies

Reader Case Study: Medical Student and Software Engineer Dream of a Homestead

June 19, 2019February 18, 2020
119 Comments
Reader Case Study: More Frugal Than The Frugalwoods
Reader Case Studies

Reader Case Study: More Frugal Than The Frugalwoods

May 15, 2019February 19, 2020
195 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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