Client storyA Saver · 6 weeks
Kimberly's Story
From overspending and financial imposter syndrome to tracked spending, a funded Roth IRA, and a balanced investment portfolio.
“The pain of staying the same is greater than the pain of change. I now see money as a tool I can control and direct with purpose.”
Made for Instagram and TikTok Stories.
Where Kimberly started
Kimberly had income coming in. She wasn't broke. But every time she looked at her bank account, she felt that sinking feeling: where did it all go?
“I was on a call with my boss, and I looked at my bank account. Something had to change. The pain of staying the same became greater than the pain of change.”
Before and after 6 weeks
Before
- "I don't know where my money goes"
- Financial imposter syndrome
- No expense tracking system
- Overspending without awareness
- Unnecessary life insurance draining funds
- No investment knowledge or strategy
- Disconnected from money decisions
After
- Tracks every dollar with clarity
- "I am the CEO of my money"
- 3 months of expense data analyzed
- Automated contributions in place
- Canceled insurance, funded Roth IRA
- Balanced portfolio with ETFs & bonds
- Confident in financial conversations
How it changed
- 01Weeks 1-2Building awarenessKimberly reviewed three months of spending in detail. For the first time, she understood where her money actually went.
- 02Weeks 3-4Creating systemsShe set up the rich routine for monthly contributions, found her investor profile, and saw exactly how much each sinking fund goal needed.
- 03Weeks 5-6Investing with a planKimberly built a stock-to-bond mix that fits her, and canceled a life insurance policy she didn't need, moving that money to her Roth IRA and emergency fund.
Review on Trustpilot
“New Beginnings”
Had no background experience! I learned how to track my spending, look at my habits and have a reality check. Money seemed hard to make. Learned it was about mindset and how to manage to then grow.
I developed a financial plan with my goals involved to help me get to where I want to be based on timelines. PDFs resources provided to help me plan my future better.
Kimberly is a Saver. Are you?
The Saver First Fix is Put It to Work: Pick one amount sitting in savings and move it where it can grow.
“Being aware is an underrated skill, but it pays off a lot. It's like my personal dividend in my future.”
Kimberly S.
