Spendy Spencer
“My husband David and I work hard, but we’ve accrued thousands of dollars in credit card debt. We
need someone to help us live within our means and plan for the future.”
Affordable Alyssa
“I’m a business woman with 2 teenagers looking for ways to help with their college and my husband
and I’d financial future.”
Business Bob
“I’m an entrepreneur who needs a trusted financial partner who shares my values of faith, family, and
community.”
Professional Pete
“I’m nearing retirement but uncertain about my financial future. I need someone I can trust to guide
me forward.”