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Case Study: How John and Elaine Embraced Retirement with Confidence
The Challenge: John and Elaine, a successful professional couple in their 50s, had achieved significant career success but felt...
Dec 7, 20242 min read
Case Study: Tech-Savvy Engineer Gets Control of His Finances
The Challenge: Alex, a driven 28-year-old software engineer in Kelowna, was earning a good income but felt lost in the world of personal...
Dec 7, 20242 min read
Case Study: Budgeting and Debt Management
Steffen and Dana's Journey to Financial Clarity The Challenge: Steffen and Dana, a hardworking couple in Richmond, BC, were frustrated...
Dec 2, 20242 min read
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