Can you share with us some details about how you got started in the Financial Consulting Industry?

I've never heard anyone say the word "budget" before until a more mature friend of mine mentioned it in 2013. Then another friend of mine mentioned it again in 2014. Late 2015, my sister suggested that I listen to a money podcast. After some time passed, I was inspired to try this thing all out called a budget. My first budget ever was in March of 2016. I didn't do a great job starting out! Nonetheless, I didn't give up. I paid off my undergraduate student loan on June 3, 2017. In addition, I cut up all of my store credit cards in June of 2018.

In May of 2018, I decided to go back to school for my master's. Out of fear that I wouldn't be able to provide for myself financially, I took out another student loan. In the meantime, I planned out all of my trips and paid cash for them while saving to pay off my second student loan debt after I graduated with my master's degree.

During the summer of 2018, I went on two cruises. Also, I went to Cancun for my sister's 30th birthday in September of 2018. In addition, I went on three mission trips in 2019.  On top of that, I went to Virginia for a bachelorette weekend right before COVID.

Case studies give potential customers a real-life example that they can identify with. Choose a customer with a great story: maybe someone who increased profits or reduced churn thanks to your company. Conduct an interview with that customer to hear what they have to say.