Client storyA Spender · 8 weeks
Christian's Story
From impulsive spending and a high income with no plan to bills on autopilot, two brokerage accounts, and a clear job for every dollar.
“Looking at money like a team and managing a team. That's what's impacting me the most. It's not a restrictive budget, it's money flow.”
Made for Instagram and TikTok Stories.
Where Christian started
Christian had a good job with strong benefits, earning well above average for his age. But he had a spending problem and no system telling his money where to go.
“I'm making all this money, but I don't know what to do with it.”
Before and after 8 weeks
Before
- High income but no direction
- Impulsive spending problem
- No money flow system
- Beginner investor with scattered accounts
- Overwhelmed by large numbers
- Unfocused financial habits
- Bills paid randomly, stress inducing
After
- Clear direction for every dollar
- Mindful spending with intention
- Structured money flow system
- Dual brokerage structure (core + dividends)
- Confidence from breaking goals into chunks
- Treats money like a team he manages
- Bills bundled, paid once, peace of mind
How it changed
- 01Weeks 1-3Building the foundationChristian opened a separate checking account just for bills and paid them all at once, which gave him immediate peace of mind.
- 02Weeks 4-6Investment structureHe set up two brokerage accounts, one for core investments and one for dividends, and added a bond ETF for stability.
- 03Weeks 7-8Confidence and clarityBreaking big goals into bite-sized chunks made his finances feel like a series of manageable decisions instead of one scary number.
Review on Trustpilot
“It was an amazing experience”
It was an amazing experience! Taylor was very detailed in our 1v1s & showed me her undivided attention. The money flow teachings helped transform my relationship, mindset, & management of my money.
One big moment for me was taking the 'what type of investor are you?' Quiz. It laid a foundation for me to start investing & have direction. Great investment!
Christian is a Spender. Are you?
The Spender First Fix is Sleep on It: Before you buy something you didn’t plan for, wait one night.
“I know it's scary investing in yourself, especially when it's an amount you're not used to, but it was definitely worth it.”
Christian B.
