Success Stories From Our Members

Angela earns $3,000 a month, and like many people, she found herself facing a familiar challenge: credit card debt. With three different credit cards totaling $5,400 in debt, the weight of her financial obligations was starting to feel overwhelming. She was paying high interest rates across these cards while juggling her regular expenses like utilities, groceries, and transportation.

Chris had several major life events ahead of him: a big move, a marriage proposal, and buying a car. These significant milestones all required careful financial planning, but Chris wasn’t sure how to make his budget work. Feeling a mix of excitement and worry, he sought help from StepWise to create a plan that would allow him to tackle all of these goals.

At just 18, Jada is already thinking about her future with determination and focus. With her 19th birthday fast approaching, she has set a bold goal: to move out and secure her own apartment before she turns 19. However, like many young people, she wasn’t sure where to start or how much money she needed to save to make her dream a reality.

Jordan, with a steady monthly income of $4,000, was looking for a way to increase the leftover money from their paycheck each month. They didn’t have any debt, and Jordan wanted to find a secure way to grow their remaining funds.

Kelly was determined to improve her financial stability by tackling two important goals: building an emergency fund and saving for retirement. Though she had no savings in place yet, she wanted to create a solid plan to secure her financial future.

Kierra, like many others, had a clear financial goal in mind: to save for retirement. But as she began her journey, Kierra felt uncertain about how to start. She had no savings yet and wasn’t sure how to build a solid plan that matched her risk tolerance.

Meet Sarah, a hardworking individual with a steady hourly job. She’s juggling the responsibilities of raising a newborn and managing her daily expenses. Sarah's immediate goal was to buy a car by the end of the year. However, like many, she faced a common financial hurdle: she hadn't been able to save money.