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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: Can We Buy Our Dream Home?
Reader Case Studies

Reader Case Study: Can We Buy Our Dream Home?

April 10, 2017February 21, 2021
182 Comments
Reader Case Study: The Grad School Dilemma
Reader Case Studies

Reader Case Study: The Grad School Dilemma

March 13, 2017February 19, 2020
171 Comments
Reader Case Study: Help Me Decide How To Pay Off $185K In Student Loans
Reader Case Studies

Reader Case Study: Help Me Decide How To Pay Off $185K In Student Loans

February 6, 2017February 19, 2020
207 Comments
Reader Case Study: Renovations and Vacations
Reader Case Studies

Reader Case Study: Renovations and Vacations

January 13, 2017February 19, 2020
222 Comments
Reader Case Study: The Case Of The Over-gifting In-Laws!
Reader Case Studies

Reader Case Study: The Case Of The Over-gifting In-Laws!

December 12, 2016May 28, 2017
256 Comments
Reader Case Study: Stay Home With Baby or Return To Work?
Reader Case Studies

Reader Case Study: Stay Home With Baby or Return To Work?

November 7, 2016February 19, 2020
139 Comments
Reader Case Study: Earn More, Spend Less, Or Both?
Reader Case Studies

Reader Case Study: Earn More, Spend Less, Or Both?

October 6, 2016February 19, 2020
234 Comments
Reader Case Study: What Would You Do With $250K?
Reader Case Studies

Reader Case Study: What Would You Do With $250K?

December 11, 2014February 19, 2020
96 Comments
Should Our UK Reader Pay Off Her Mortgage?
Reader Case Studies

Should Our UK Reader Pay Off Her Mortgage?

October 13, 2014December 11, 2014
50 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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