Caroline, Doctor of Physical Therapy, on Transforming Her Money Mindset

Caroline was initially overwhelmed by her finances and unsure how to grow her wealth. With Andrew’s guidance, she transformed her mindset around money, building confidence and setting clear financial goals for her future.

Before discovering Spend With Clarity, my savings strategy involved hiding away "mattress money," thinking it was the safest route. The fear of making mistakes had me playing too small with my money. It all changed when I started working with Andrew. He delved into my relationship with money, helping shift my perspective and helping me form a more strategic plan.

Andrew's client-centered approach explored my personal money experiences and helped me create a more productive mindset. This became especially valuable navigating partially-shared finances with my partner. Andrew's insights on navigating combined expenses turned what used to be stress-provoking discussions into manageable conversations where our goals—rather than worries—could take center stage.

His well-rounded approach extended our conversations beyond finances. He helped me create realistic goals, gave me tools for productive conversations with my partner, and prompted self-reflection on my relationship with money. His coaching completely transformed my mindset. Now, I make informed decisions with confidence, finding joy in budgeting as I reach new milestones. I'm genuinely excited about my financial journey with Spend With Clarity.

What sets Andrew apart is his genuine curiosity, patience, and interest in my overall well-being. Despite our sessions being online, I immediately felt connected. Andrew's creates a judgment-free space, making it comfortable to learn, collaborate, and share vulnerabilities.

Before Spend with Clarity, I had a discouraging experience seeking financial advice from a big brokerage firm. The advisor's dismissive response to my questions left me embarrassed and defeated. Apparently I wasn’t worth his time. Discovering Spend With Clarity and Andrew's mission to empower people to take control of their money was a game-changer. Andrew's insistence on clients being in the driver's seat empowers me. I want everyone to feel this way, and I believe Andrew's knowledge can open new opportunities for anyone willing to learn.

I encourage everyone to meet with Andrew; his contagious enthusiasm will be evident from your very first meeting.