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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: Experienced Teacher Feeling the Effects of the Covid Classroom
Reader Case Studies

Reader Case Study: Experienced Teacher Feeling the Effects of the Covid Classroom

November 17, 2021September 20, 2023
253 Comments
Reader Case Study: Buddhist in England Desires a Simple, Secure Financial Future
Reader Case Studies

Reader Case Study: Buddhist in England Desires a Simple, Secure Financial Future

October 29, 2021September 20, 2023
254 Comments
Reader Case Study: Former Commercial Fisherman, Future Travel Nurse, Adventurer Always
Reader Case Studies

Reader Case Study: Former Commercial Fisherman, Future Travel Nurse, Adventurer Always

October 15, 2021September 20, 2023
92 Comments
Reader Case Study: A PhD in English Lit Enters an Uncertain Job Market
Reader Case Studies

Reader Case Study: A PhD in English Lit Enters an Uncertain Job Market

September 28, 2021September 20, 2023
139 Comments
Reader Case Study: Living in Lakewood, Longing for More Space and Time
Reader Case Studies

Reader Case Study: Living in Lakewood, Longing for More Space and Time

September 7, 2021September 20, 2023
126 Comments
Reader Case Study: Full-time Dog Trainer Needs More Space for… Dog Training!
Reader Case Studies

Reader Case Study: Full-time Dog Trainer Needs More Space for… Dog Training!

August 4, 2021September 20, 2023
65 Comments
Reader Case Study: Working to FIRE in Finland
Reader Case Studies

Reader Case Study: Working to FIRE in Finland

July 16, 2021September 20, 2023
68 Comments
Reader Case Study: Stay Married on Paper or Finalize the Divorce?
Reader Case Studies

Reader Case Study: Stay Married on Paper or Finalize the Divorce?

June 23, 2021September 20, 2023
144 Comments
Reader Case Study: Stuck in Chicago, Longing for Life in The Basque Country
Reader Case Studies

Reader Case Study: Stuck in Chicago, Longing for Life in The Basque Country

June 9, 2021September 20, 2023
121 Comments
Reader Case Study: Astronomer and Actor Turns 60 at a Turning Point
Reader Case Studies

Reader Case Study: Astronomer and Actor Turns 60 at a Turning Point

May 21, 2021September 20, 2023
146 Comments
Reader Case Study: Breaking the Cycle of Financial Instability
Reader Case Studies

Reader Case Study: Breaking the Cycle of Financial Instability

April 14, 2021September 20, 2023
98 Comments
Reader Case Study: Military Family Prepares for Civilian Life
Reader Case Studies

Reader Case Study: Military Family Prepares for Civilian Life

March 29, 2021September 20, 2023
127 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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