Case study
The startup founder planning her freedom
Priya is a 32-year-old tech entrepreneur in San Francisco. She earns $350K with a promising startup and has $500K in saved assets. Her business was taking off, but her finances were growing faster than she could manage them.
The Challenge
Priya was drowning in financial complexity:
“I felt like I was great at building my business but terrible at building wealth,” she says.
What We Did
A Boston mentor who’d attended our entrepreneur webinar connected Priya with us. In our discovery meeting, we built her a systematic wealth-building plan:
Most importantly, we gave her a month-by-month roadmap so she wasn’t second-guessing every decision at midnight.
Two years later, Priya is crushing it
“I finally feel like I’m building something that lasts beyond just my startup,” she says. Now she focuses on scaling her business while her wealth seeks growth automatically in the background.
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Client case studies are hypothetical, for illustrative purposes only and should not be construed as a recommendation. It may not be representative of your experience.
