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[Practice name]
Real results

Specific dollars. Specific months.

Every number on this page came off a real budget. We post the actual figures because a range with no dollar sign in it is not proof of anything.

Real plan. Real progress.

The numbers, plainly.

[$ paid off]

Client debt paid off, since [founding year]

[Families]

Families coached to debt-free

[$ saved]

Average savings in first 90 days

[Rating]

Star rating across [review count] reviews

Debt payoff

[Timeline]. One household.

[Client first names] came in at the end of a credit-card year. They left with both cars paid off and a full emergency fund.

Before

-[$ debt]
  • Three credit cards maxed out
  • Two car payments
  • No emergency fund

After

[$ saved]
  • Every consumer balance at zero
  • Both cars owned outright
  • Six months of expenses banked
Retirement runway

Starting at [age], not at twenty-five.

Most people who come to us about retirement are not behind because they were careless. They are behind because nobody ever told them the number.

Before

-[$ shortfall]
  • No idea what the target number was
  • Employer match left on the table
  • Old accounts at three former jobs

After

[$ invested]
  • Match captured in full every month
  • Old accounts rolled into one
  • A written target and a date
Business cash flow

A profitable business that never had any money in it.

[Business name] was doing [$ revenue] a year and the owner had not taken a consistent paycheck in two of them. The problem was not revenue. It was that owner pay was whatever was left.

Before

-[$ line of credit]
  • Line of credit carried every month
  • Owner pay taken last, when possible
  • No separation of tax money

After

[$ owner pay]
  • Line of credit closed
  • Owner paid first, on the 1st and 15th
  • Tax set aside on every deposit
"We were $47,300 in debt with a new baby. Twenty-one months later, every balance is zero. The plan works. You just have to actually do it." Sarah and Mike R., Phoenix AZ $47,300 paid off · 21 months

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