Success Stories
Real results for freelancers just like you.
Scaling a Design Agency
How we helped a freelance graphic designer transition into a full-fledged agency by optimizing their financial structure.
Tax Savings for a Tech Consultant
We identified over $20,000 in annual tax savings for an independent IT consultant.
Financial Roadmap for a Writer
A freelance writer secured a mortgage and started a retirement fund within two years after we developed a personalized financial roadmap.
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