Posts for category Case Studies

The Best Financial Planning Advice I've Ever Received...
One of our other coaches received this feedback and I wanted to share it.  Cheryle has expressed how the Money Mastery coaching services she received were the best financial planning advice she's ever had:

Cheryle P. (Utah):
When beginning the Money Mastery program, I was basically ignorant of my total income as well as where it was going. 
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Their Help to Get Out of Debt Eliminated My Stress...
When my clients tell me that Money Mastery is the best thing to come into their life, I just have to share their comments with everyone else:

Bruce E. (Utah):
I have to tell you that the Money Mastery® program has been the best thing to come into my financial life.  I’d been living month-to-month, blind.  I didn’t know where my money was going and had no plan to get out of debt.  It was really frustrating.  Now I have total control every month and it’s so easy to keep track of my spending.
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Money Mastery Changed the Way We Looked at Family Budgeting
Thought I'd post a comment from one of my clients on his experience with the Money Mastery program:

Brian S. (Texas):
The Money Mastery program has really benefited us.  It has opened our eyes as to where we are spending our money and on what we are spending it on.  For the first time in our lives, we have extra money at the end of the month.
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"Money Mastery Provided Solid Financial Help After 26 Years of Marriage and No Answers from Anyone Else"
Expressions like these are just one of the reasons why Peter and I coach!

Bill & Mary Ellen (South Carolina):
My wife Mary Ellen and I have been married for more than 26 years.  Ever since the beginning of time we have had difficulty with our finances.  Granted as two young kids, we never thought about money, nor were either of us taught the value of a dollar. As time went on we had two children, a girl now 25 and married and a boy now 19 and in the Marines.  We are now considered “empty nesters.”  However, our financial hardships of 25 plus years finally came to a head last September when our daughter got married.
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"Money Mastery Program Helped Save Our House and Financial Future"
Here's another e-mail from a coaching client that has been blessed by applying the 10 Principles of the Money Mastery® program.  To protect privacy, I have only included the first names:

Andy & Sheri (Utah): 
Alan has  been a great inspiration and coach, we do not look forward to the end of our coaching sessions with him.
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"Money Mastery's Guidance Is Helping Me Get Out of Debt"
Here's another e-mail from my coaching client, Alice F. (California):

Since joining the Money Mastery program and with your mentoring, I’m now focused on my finances.  When I first started with the program, you told me to open a savings account.  I remember thinking, “I’m putting all extra monies on the credit card bills,” which at the time, I thought was more important.
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Money Mastery Coaching Clients Get Empowered to Do Financial Planning the Right Way...
Peter and I get these kinds of e-mails all the time, where our clients share their experience in applying the 10 Principles of the Money Mastery® program and how it  has changed their life.  To protect privacy, I have only included the first name and initial of the last name:

From Agnes B. (Iowa)
As a homeowner living paycheck-to-paycheck, only home repairs that were deemed an emergency were fixed in a timely manner (and only after every home remedy was exhausted).  I have been maneuvering for years around buckets under leaking sinks and bathtubs where water flows from the shower and tub faucets, simultaneously.
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Tax Refund
Just out today the IRS says the refunds are mostly being spent a little to catch up on credit card debts and then to fund a much needed vacation. Especially among those making less than $45,000 a year, they spend it all. Just a thought.
Case Study : Stan & Arlene Harbrecht
"We’re Already Tight...We Won’t Find Any More Money"

Stan and Arlene Harbrecht were from Tennessee. Stan was a truck driver, making a modest income of about $24,000 a year. Arlene was a schoolteacher. The Harbrechts had a daughter in college who was in real need of some money, but Stan was concerned because he just didn’t feel they had anything to send her. The daughter’s housing had come due and they needed an additional $110 a month to cover this expense. The Harbrechts had come to Time & Money for some basic coaching, but Stan was only mildly interested, and as their Money Mastery coach explained Principle 2, Stan said “I know how tight we are with our money. I can’t believe that you think tracking our spending is going to help us find extra cash. That’s baloney!”
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