Where They Are Today
Three years after completing our program, here's how their financial lives have evolved.
Marlowe Chen
Small Business Owner
After years of avoiding financial planning, Marlowe now runs a profitable consulting practice. She's mastered cash flow management and recently hired her first employee—something she never imagined possible during her corporate days.
Phoenix Rodriguez
Financial Educator
Phoenix discovered his passion for teaching financial literacy during our program. He now conducts workshops in his community and has helped over 200 families create their first budgets. His own financial transformation inspired a career change that brought both purpose and stability.
River Thompson
Investment Coordinator
River went from avoiding investment conversations to coordinating retirement plans for a mid-size firm. The confidence gained through our program opened doors to career opportunities they'd never considered. They now help others navigate the same fears that once paralyzed their own financial growth.