Stacy has been so helpful and is an absolute joy to work with! After years of putting my finances on the back burner and charging most everything to my credit card, I was very nervous to meet with someone and expose my financial status. Stacy was so empathetic and met me where I was at to establish a budget and some short term financial goals, as well as identify my long term goals. She is a wealth of knowledge and has supported me in developing healthier financial habits, which has helped me feel more in control and confident about my financial situation.

Kelly - 35, Austin, TX

My experience with Stacy has been so positive from the day I began working with her. She is so relatable and understanding while also holding me accountable and helping me reach my goals. I have a particularly specific situation since I work on commission and have variable income each week. She puts so much time and energy into tailoring my budget tracker to my individual needs. Finally, at the age of 34, I’m proud to say I’ve got an emergency savings account! I’ve been so appreciative to have her in my corner when it comes to finances and know she’s setting me up for success. Bonus- she's great to talk to!

Jessica - 38, New York City, NY

Working with Stacy has been so helpful for me as I started my personal journey toward financial literacy. She has helped me establish simple, effective, and impactful habits that have changed my relationship with money. Stacy has also helped me plan for major life events like my move across the country! With her help, I was able to budget and plan for something that otherwise could have been really stressful.

Amara - 30, Orlando, FL

Working with Stacy has been an absolute gamechanger for me.  She has the rare talent of taking something that can be otherwise daunting or complex, and breaking it down into an easy and approachable way that makes financial planning less intimidating.  
What I appreciate about Stacy is that she doesn’t follow a one-size-fits-all approach – she listened to my goals, evaluated my current spending, and created an actionable plan that allows me to splurge in the immediate (shopping, travel) while still saving for the future to achieve long-term goals.  Stacy is compassionate, supportive and extremely easy to talk to, and one of the best advisors I've worked with thus far.

Alexa - 34, Austin, TX

What sets Stacy apart is her caring and non-judgmental approach. She genuinely cares about her clients and is deeply invested in their success. Her expertise, combined with her empathetic nature, makes her an exceptional financial advisor.

If you're looking for someone to help you achieve your financial goals, I highly recommend Stacy!

Jessie - 34, Denver, CO

Working with Stacy over the past six months has boosted my financial confidence and changed my relationship with money for the better! She creates a safe environment where your goals are the priority and you’re free to spend your hard earned money as you please, without any judgement. She is dedicated not only to advising, but also to educating. Stacy makes sure that you understand what she’s advising, why she’s advising it, and how it will help you reach your goals. I am very grateful to have the opportunity to work with Stacy and have her supporting me and cheering me on while I reach my financial goals!

Lydia - 32, Chicago, IL

I was introduced to Stacy, and she came highly recommended to work with, in July 2021. Past behavioral and emotional components of managing money made me really scared to open up about my financial situation. Those emotions nearly deterred me from seeking help managing my finances. I felt I needed a healthier attitude, with exercises that would lead me to successfully manage my money. I needed organization in my finances so that I would make wise decisions in the future. Being completely honest, I needed all the help I could get. In comes Stacy. So relatable, with an incredible work ethic, and an enthusiastic attitude each meeting we had. Through working with Stacy I felt encouraged, excited, and she helped me gain money management skills that have improved my savings and payed down my debt. Stacy has helped me achieve my financial goals and I will always be grateful for having met this incredible human being. If you find yourself in a similar situation like the one I was in, hopefully you will step forward even though it’s frightening and don’t let the past control your future. Stacy is incredible to work with and very helpful. It is one of the best things I have ever decided to do. It’s amazing how much this structure has benefited my outlook on life.

Diego - 31, Phoenix, AZ

Stacy has been working with my husband and I on our finances for the past 6 months. In those 6 months Stacy has helped us create a weekly budget which keeps our spending on track while anticipating future purchases and payments, create a thorough savings plan to help us meet our financial goals, and has helped improve our financial literacy.

While I had been interested in meeting with someone to help boost our savings I didn’t expect to learn as much as I have! Stacy has always provided us with expert advice on opening high yield savings accounts, maximizing use of credit in the smartest way and helping us navigate the financial aspect of the birth of our child. Stacy considered the technicalities of our growing family and made sure we were knowledgeable about setting up a will and other important documents that would benefit our family.

Talking about finances has been made easier with the help of Stacy. She is extremely flexible when it comes to our meetings and always understanding of our personal lives.

Working with Stacy has helped our family immensely and I would recommend her services to any of my friends or family.

Ana - 31, Chicago, IL

This year, I decided I needed to make some changes that would benefit me long term. This included taking control of my finances and planning for financial goals. Because I am in Sales, my pay structure fluctuates a lot throughout the year. I never know how much money in commission I will bring in each month. This makes it very hard to budget and financially plan. 

I sought the assistance of Stacy after learning about how she had really helped a good friend of mine. I was a little anxious at first  because discussing finances can be stressful and leave you vulnerable. Stacy made me feel so comfortable and was able to draw up a plan for me to set up my future for financial success. She simplified everything to make it easy to digest, and I already feel so much more empowered after starting this process with her.

I would highly recommend her to anybody who struggles to organize their finances, understand their income, and budget or save. She has truly been a game changer in helping me comprehend where I am at financially, and what I need to do in order to accomplish my long and short term goals.

Katy - 33, Los Angeles, CA