Client storyA Strategist · 6 weeks
Juan's Story
From saving 25% of his income but spending it on impulse to an emergency fund, a balanced portfolio, and a 20-year investing plan.
“The best time to plant a tree was 25 years ago and the second best time is now. I have the structures, and that gives me a motive to save.”
Made for Instagram and TikTok Stories.
Where Juan started
Juan was disciplined enough to save 25% of his income every month. But his savings had no plan, so they went to impulse buys, and past tries at investing hadn't stuck.
“All this money is going into the trash can because I'm not doing anything with it.”
Before and after 6 weeks
Before
- Saved 25% but spent it impulsively
- Emotional, instinctive with money
- No structure or direction
- Past investing failures haunted him
- Savings felt like they went nowhere
- Lacked knowledge on ETFs and portfolios
- Hesitant and doubtful about investing
After
- Allocates money with high five method
- Logical, intentional with spending
- Clear structure and 20-year plan
- Confident in balanced investment strategy
- Emergency fund started, Coast FI calculated
- Understands ETFs, bonds, three-fund portfolio
- Implementing investments with confidence
How it changed
- 01Weeks 1-3Building structureJuan audited his checking account and used the high five method so every dollar had a job, instead of disappearing on random purchases.
- 02Weeks 4-5Aligning values and goalsHe found out he's a balanced investor, started his emergency fund, and calculated his Coast FI goals.
- 03Weeks 5-6Investment strategyJuan researched ETFs, bonds, and international index funds, and built a three-fund plan for the next 10, 15, 20 years.
Review on Trustpilot
“Start your journey with Taylor!”
Taylor provided an intentionally designed program for anyone to have a solid foundation to start their investing journey. This program has elegantly simple features and steps for the regular person to follow and to implement without guesswork.
I'm glad I invested into my investing education with Taylor, because I have a set of clear tools to use that make me feel financially confident. For anyone looking to get help with their finances and investments, your time, money, and energy are well invested in Taylor and her work.
Juan is a Strategist. Are you?
The Strategist First Fix is Save the Raise: When you earn more, save the extra before your spending catches up.
“It was worth it for a variety of reasons that are not only financial. It was worth it for the sake of me acquiring a skill set that is going to last forever.”
Juan B.
