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May 2024 by Jennifer P
Christine has helped me put my finances in order and I do believe I now have a healthy attitude towards my finances. I used to be so anxious because of fears that I don't have enough money for my retirement and at the same time I fear that I am too stingy but she has helped me find the root cause of all these anxieties, see the overall picture of all my finances by monitoring my assets and stick to a budgeting system. I can smile now and found peace with my finances. I can spend money with no guilt and I feel confident about the future. That in itself is worth a lot so it was a wise decision that I invested on Christine's coaching!
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March 2024 by Sean P
We have worked with Christine for almost a year and couldn't possibly be more pleased with the results. Christine is not only a genuine and wonderful human being, but she is an exceptionally candid, forthright, and reasonable financial coach. What she provides isn't just a bunch of numbers or targets and goals, but really a framework to empower us to be more in tune with our finances, plan better, and ultimately achieve our goals sooner than we would have ever thought realistic. We were stuck in a rut of doing well, but being thoughtless with our finances, which were a bit chaotic -- after a year of work, coaching, and challenging reflection we are now doing the things we love to do while being more thoughtful in our approach to money. We both had some bad money habits and Christine helped us to address root causes and ultimately overcome our own struggles. Now, we are more confident in our futures. Christine is so much more than just a financial advisor -- if you are someone who really wants to understand themselves a little more (especially your relationship with money) and be an active participant in your financial well-being, Christine provides all the tools you need and thoughtful guidance along the way. As an added bonus, her flexibility on scheduling make this easy -- we started with monthly hour long sessions, and after a few months switched to monthly half-hour sessions to keep ourselves honest and to ask questions that might come up. Christine is patient and direct, offering understanding and candor -- working with her has been a privilege and honestly the best personal improvement / financial investment we've made!
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January 2024 by Mia Arts
tl;dr: I have been working with Christine for over a year, and in that time she has helped me feel comfortable with finance for the first time in my life and increase my net worth by over $100k.If you are looking for someone to take you from financial chaos to order, predictability, and to develop or increase your financial literacy, Christine is your coach!I approached Christine after I separated from my partner who used to handle all our finances. At the time, I got very triggered and emotional even talking about finances or money or budgeting.Christine helped me develop a baseline of financial literacy and understanding, and build up from where I was to now where I have several different savings and investment vehicles, and a way for me to track my expenses.During our time together, I would find things that were triggering or hard for me, then take those to my therapist to work through all the emotional baggage, then come back to Christine to help me move forward practically. She was very patient with me in this process, and as a result of per patience and consistency, all of her coaching has stuck with me and been deeply integrated into the rhythms of my life.Christine has been very open to me finding ways to think about finances that work for me and my ADHD brain as well as fears around finances. Rather than using a huge spreadsheet for all my monthly expenses, she worked with me to average out all my expenses and then set up different accounts that represent buckets for me - this way I am always within my budget without the arduous and impossible tracking. When I was scared of investing, she helped me to find books that explained all the systems so I felt more knowledgable and resourced in moving forward.Now that we have things on track, I still meet with Christine every quarter for a tune up and check-in, and I always appreciate her coaching and well-timed reality-checks
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January 2024 by Maricruz Hernandez
The best service ever, she was able to explain everything I wanted and need to know. She made me feel like I can do achieve my goals!!!
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November 2023 by Bridget Castillo
Christine has been an amazing financial coach. Financial literacy is something that I’ve always had a difficult time with. After I graduated from grad school I felt overwhelmed not knowing where to start with budgeting and understanding my finances. Christine helped me figure out all my loans, credit card debt, and spending habits. I am so happy I met with her, she is patient, very knowledgeable, and easy to talk to. I have learned a lot of financial literacy skills that I plan to continue to apply on a daily basis. She has a great approach/thorough assessment to help understand your history with money, this really helped me have a more positive perspective on how I view my finances. I highly recommend her, she is amazing and I plan to continue to meet with her in the future.
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November 2023 by Sariah
Definitely recommend Christine as a financial coach! I had a lot of anxiety around finances and I was feeling very overwhelmed. She made me feel so comfortable and really broke it down for me. She has such a vast knowledge, good personable communication skills and actual helpful insights to financial needs. 10/10 would recommend, feeling so much better about my finances. Thanks!
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November 2023 by kristen whiteley
Christine is a fantastic financial coach who I was so fortunate to find. She is very knowledgeable and offered me workable solutions to my financial issues and it made an immediate positive impact in my life. She is personable and made me feel so comfortable in the process. I highly recommend her ! Thanks Christine ?
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September 2023 by Andrea Portillo
Christine is an incredible financial coach that I would highly recommend! Not only did she put me on a clear financial path, but she also noticed that I had paid way too much in taxes and was able to get me a sizable refund. The tax error was due to overlooked RSU paperwork by my previous tax preparer. She helped me understand the complexities of my finances instead of just telling me what to do. I'm excited to continue our work together in the future.
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September 2023 by Alexandria Garcia
Ms.Teh teaches simple and practical finances. She can take complicated concepts and concise them down into very simple action steps. So very helpful, kind and friendly. Don't be afraid to share your personal goals, thoughts, values, beliefs, etc. She is very understanding and truly wants to help people achieve a better quality of life and actually wants to get to know you as a person! When it comes to quality, this is where it's at! I highly recommend to anyone, regardless of their level of experience in the overwhelming realm of finances. She will make it easy for you. Promise. I highly recommend working with her. I went to her workshop and continue to work with her, she's great.
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August 2023 by M A
I had the privilege of working with Christine as my financial coach, and I can confidently say that she has been the catalyst for transforming my financial life. Her guidance and expertise have been invaluable in helping me overcome my previous struggles and build a solid foundation for financial responsibility and success.When I first approached Christine, I was grappling with a recurring pattern of accumulating credit card debt. Despite previously successfully paying off nearly $20,000 of debt within a year, I found myself back in a similar situation shortly after. This unsettling cycle made me realize that there was a deeper issue at play – my mindset and spending habits needed a significant fix.Christine adeptly pinpointed the root cause of my financial challenges and devised a customized plan to address them. Her first step was to help me create a practical starting budget that aligned with my financial goals. The budget not only gave me clarity about my spending patterns but also served as a roadmap for future financial decisions.One of the most valuable tools Christine provided was a detailed spreadsheet to track my expenses and my assets and liabilities. This simple yet effective system allowed me to keep a close eye on where my money was going, identify areas of improvement, and hold myself accountable for staying within my budget. It brought much-needed discipline to my financial management.Throughout our sessions, Christine demonstrated professionalism and punctuality, and her ability to tailor her approach to my unique needs made our collaboration fruitful and enjoyable.Through insightful discussions and constructive coaching sessions, she empowered me to challenge my previous beliefs and develop healthier financial habits. Her unwavering support and encouragement inspired me to take control of my financial future actively.Working with Christine has been transformative. I can proudly say that I now manage to spend only what I have and religiously track my expenses independently. Furthermore, I have broken the cycle of credit card debt, and instead of accumulating it, I can now pay off my credit card balance in full each month. And despite being unemployed for nearly 8 months during our one year coaching time together, I was able to build a healthy emergency fund that covers a minimum of six months' worth of living expenses! My net worth has increased steadily, and I am confident that it will continue to do so. I have a newfound sense of security and peace of mind when it comes to finances, knowing that I am well-prepared to handle any unexpected financial challenges that may arise. I look forward to continuing my work with her and to experiencing continued progress on this financial journey.I wholeheartedly recommend Christine as a financial coach to anyone seeking to improve their financial well-being and attain lasting success. Her support, guidance, and expertise have made an incredible impact on my life, and I am grateful for the positive transformation she has helped me achieve. I feel more financially literate and intelligent and am so eager to continue my journey towards greater financial knowledge, success, and ultimately–freedom!With Christine by your side, I'm confident you'll discover a newfound sense of financial empowerment that will lead you towards a brighter future. Best wishes!
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July 2023 by Mimi A.
I had the privilege of working with Christine as my financial coach, and I can confidently say that she has been the catalyst for transforming my financial life. Her guidance and expertise have been invaluable in helping me overcome my previous struggles and build a solid foundation for financial responsibility and success.When I first approached Christine, I was grappling with a recurring pattern of accumulating credit card debt. Despite previously successfully paying off nearly $20,000 of debt within a year, I found myself back in a similar situation shortly after. This unsettling cycle made me realize that there was a deeper issue at play - my mindset and spending habits needed a significant fix.Christine adeptly pinpointed the root cause of my financial challenges and devised a customized plan to address them. Her first step was to help me create a practical starting budget that aligned with my financial goals. The budget not only gave me clarity about my spending patterns but also served as a roadmap for future financial decisions.One of the most valuable tools Christine provided was a detailed spreadsheet to track my expenses and my assets and liabilities. This simple yet effective system allowed me to keep a close eye on where my money was going, identify areas of improvement, and hold myself accountable for staying within my budget. It brought much-needed discipline to my financial management.Throughout our sessions, Christine demonstrated professionalism and punctuality, and her ability to tailor her approach to my unique needs made our collaboration fruitful and enjoyable.Through insightful discussions and constructive coaching sessions, she empowered me to challenge my previous beliefs and develop healthier financial habits. Her unwavering support and encouragement inspired me to take control of my financial future actively. Working with Christine has been transformative. I can proudly say that I now manage to spend only what I have and religiously track my expenses independently. Furthermore, I have broken the cycle of credit card debt, and instead of accumulating it, I can now pay off my credit card balance in full each month. And despite being unemployed for nearly 8 months during our one year coaching time together, I was able to build a healthy emergency fund that covers a minimum of six months' worth of living expenses! My net worth has increased steadily, and I am confident that it will continue to do so. I have a newfound sense of security and peace of mind when it comes to finances, knowing that I am well-prepared to handle any unexpected financial challenges that may arise. I look forward to continuing my work with her and experiencing continued progress on this financial journey.I wholeheartedly recommend Christine as a financial coach to anyone seeking to improve their financial well-being and attain lasting success. Her support, guidance, and expertise have made an incredible impact on my life, and I am grateful for the positive transformation she has helped me achieve. I feel more financially literate and intelligent and am so eager to continue my journey towards greater financial knowledge, success, and ultimately-freedom!With Christine by your side, I'm confident you'll discover a newfound sense of financial empowerment that will lead you towards a brighter future. Best wishes!
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June 2023 by Jessica Dias
Christine has been great! She takes time to discuss relationships with money while demonstrating a disciplined approach to managing it. She also did a great job with my taxes even though my record keeping was totally lacking.
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June 2023 by Jessica D.
Christine has been great! She takes time to discuss relationships with money while teaching a disciplined approach to money management. I'm also extremely grateful for her tax prep and planning advice. Thank you!
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May 2023 by Cho Moon
Christine helped me with foreign inheritance tax. This was quite complex, and I really appreciated her doing her research ahead of our meeting and providing me with detailed steps to comply with the tax laws. There were some forms that I had to submit outside my 1040 and some with my 1040. She was very thorough and sent all the instructions by e-mail. She also reviewed my tax returns and taught me how I can check if my rental property depreciation calculations are correct. She was one of the best CPAs that I’ve worked with. I’d love to reach out to her again for any future tax advice.
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May 2023 by Cho M.
Christine helped me with foreign inheritance tax. This was quite complex, and I really appreciated her doing her research ahead of our meeting and providing me with detailed steps to comply with the tax laws. There were some forms that I had to submit outside my 1040 and some with my 1040. She was very thorough and sent all the instructions by e-mail. She also reviewed my tax returns and taught me how I can check if my rental property depreciation calculations are correct. She was one of the best CPAs that I've worked with. I'd love to reach out to her again for any future tax advice.
